WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.1B
AUM Growth
-$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$7.07M
3
+$6.47M
4
ADBE icon
Adobe
ADBE
+$5.66M
5
SPGI icon
S&P Global
SPGI
+$5.49M

Top Sells

1
+$13.7M
2
+$7.52M
3
+$7.35M
4
CVX icon
Chevron
CVX
+$7.34M
5
AIG icon
American International
AIG
+$5.03M

Sector Composition

1 Technology 17.2%
2 Financials 14.48%
3 Healthcare 13.18%
4 Consumer Discretionary 10.99%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$5K ﹤0.01%
+2,100
752
$5K ﹤0.01%
+250
753
$5K ﹤0.01%
+47
754
$5K ﹤0.01%
+389
755
$5K ﹤0.01%
+2,410
756
$5K ﹤0.01%
+233
757
$5K ﹤0.01%
+2,062
758
$5K ﹤0.01%
+80
759
$5K ﹤0.01%
+50
760
$5K ﹤0.01%
+50
761
$5K ﹤0.01%
+50
762
$5K ﹤0.01%
+360
763
$5K ﹤0.01%
+500
764
$5K ﹤0.01%
+283
765
$4K ﹤0.01%
+5
766
$4K ﹤0.01%
+40
767
$4K ﹤0.01%
+300
768
$4K ﹤0.01%
+712
769
$4K ﹤0.01%
+122
770
$4K ﹤0.01%
+189
771
$4K ﹤0.01%
+462
772
$4K ﹤0.01%
+125
773
$4K ﹤0.01%
+289
774
$4K ﹤0.01%
+400
775
$4K ﹤0.01%
+40
29 30
31
32 33