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
$2.15B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1 +$38.7M
2 +$25.3M
3 +$17.9M
4
J icon
Jacobs Solutions
J
+$11.6M
5
BA icon
Boeing
BA
+$10.3M

Top Sells

1 +$9.4M
2 +$5.67M
3 +$4.68M
4
SBUX icon
Starbucks
SBUX
+$4.66M
5
VZ icon
Verizon
VZ
+$3.97M

Sector Composition

1 Technology 18.61%
2 Financials 13.45%
3 Healthcare 11.52%
4 Industrials 8.62%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$3.8K ﹤0.01%
150
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752
$3.8K ﹤0.01%
75
753
$3.63K ﹤0.01%
23
754
$3.6K ﹤0.01%
75
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755
$3.57K ﹤0.01%
20
756
$3.47K ﹤0.01%
100
757
$3.41K ﹤0.01%
421
758
$3.3K ﹤0.01%
58
+10
759
$3.3K ﹤0.01%
75
760
$3.19K ﹤0.01%
225
-17
761
$3.19K ﹤0.01%
+101
762
$3.19K ﹤0.01%
70
763
$3.18K ﹤0.01%
100
764
$3.18K ﹤0.01%
500
765
$3.12K ﹤0.01%
479
-479
766
$3.05K ﹤0.01%
500
767
$2.98K ﹤0.01%
+154
768
$2.95K ﹤0.01%
162
769
$2.88K ﹤0.01%
14
-50
770
$2.86K ﹤0.01%
51
771
$2.84K ﹤0.01%
96
+51
772
$2.84K ﹤0.01%
30
773
$2.79K ﹤0.01%
61
774
$2.68K ﹤0.01%
70
775
$2.61K ﹤0.01%
25
-3