WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.46M
3
+$3.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.08M
5
ADBE icon
Adobe
ADBE
+$2.03M

Top Sells

1
+$20M
2
+$13.2M
3
+$9.11M
4
TFC icon
Truist Financial
TFC
+$6.48M
5
JPM icon
JPMorgan Chase
JPM
+$6.14M

Sector Composition

1 Technology 20.99%
2 Financials 11.36%
3 Healthcare 10.71%
4 Industrials 7.48%
5 Consumer Discretionary 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3.8K ﹤0.01%
110
+14
752
$3.8K ﹤0.01%
100
753
$3.7K ﹤0.01%
30
754
$3.69K ﹤0.01%
33
+20
755
$3.65K ﹤0.01%
14
756
$3.62K ﹤0.01%
63
+5
757
$3.54K ﹤0.01%
126
-392
758
$3.54K ﹤0.01%
187
-86
759
$3.43K ﹤0.01%
75
760
$3.37K ﹤0.01%
228
-348
761
$3.36K ﹤0.01%
27
762
$3.31K ﹤0.01%
100
763
$3.31K ﹤0.01%
200
764
$3.27K ﹤0.01%
117
765
$3.27K ﹤0.01%
+30
766
$3.26K ﹤0.01%
70
767
$3.25K ﹤0.01%
14
-5
768
$3.24K ﹤0.01%
26
+7
769
$3.21K ﹤0.01%
442
770
$3.09K ﹤0.01%
162
771
$3.04K ﹤0.01%
15
-9
772
$2.96K ﹤0.01%
14
773
$2.85K ﹤0.01%
+39
774
$2.85K ﹤0.01%
+284
775
$2.84K ﹤0.01%
8
+1
29 30
31
32 33