WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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 +$23.8M
2 +$10.7M
3 +$9.92M
4
SPGI icon
S&P Global
SPGI
+$6.15M
5
ADBE icon
Adobe
ADBE
+$6.08M

Top Sells

1 +$25.2M
2 +$10.9M
3 +$10M
4
BKNG icon
Booking.com
BKNG
+$9.59M
5
AIG icon
American International
AIG
+$8.89M

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%
+320
752
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+1,050
753
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+138
754
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+400
755
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756
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757
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+2,100
758
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+250
759
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760
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761
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+2,410
762
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763
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+360
764
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+283
765
$4K ﹤0.01%
+122
766
$4K ﹤0.01%
+5
767
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768
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769
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770
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771
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772
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+125
773
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+289
774
$4K ﹤0.01%
+400
775
$4K ﹤0.01%
+40