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
$3.55B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.46M
3
+$5.47M
4
GMED icon
Globus Medical
GMED
+$5.03M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.35M

Top Sells

1
+$6.82M
2
+$6.69M
3
+$3.64M
4
PYPL icon
PayPal
PYPL
+$3.59M
5
AAPL icon
Apple
AAPL
+$2.95M

Sector Composition

1 Technology 18.15%
2 Financials 14.42%
3 Healthcare 11.86%
4 Consumer Discretionary 10.54%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$13K ﹤0.01%
100
752
$13K ﹤0.01%
240
+24
753
$13K ﹤0.01%
410
-90
754
$13K ﹤0.01%
+167
755
$12K ﹤0.01%
161
756
$12K ﹤0.01%
17
+9
757
$12K ﹤0.01%
874
+200
758
$12K ﹤0.01%
18
+14
759
$12K ﹤0.01%
380
760
$12K ﹤0.01%
350
761
$12K ﹤0.01%
375
-100
762
$12K ﹤0.01%
+350
763
$12K ﹤0.01%
183
-1
764
$12K ﹤0.01%
453
765
$12K ﹤0.01%
696
766
$12K ﹤0.01%
49
767
$12K ﹤0.01%
98
768
$12K ﹤0.01%
+381
769
$11K ﹤0.01%
100
770
$11K ﹤0.01%
151
771
$11K ﹤0.01%
100
772
$11K ﹤0.01%
125
+55
773
$11K ﹤0.01%
41
+9
774
$11K ﹤0.01%
75
+25
775
$11K ﹤0.01%
334
29 30
31
32 33