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
776
$4K ﹤0.01%
+500
777
$4K ﹤0.01%
+150
778
$4K ﹤0.01%
+225
779
$4K ﹤0.01%
+490
780
$4K ﹤0.01%
+75
781
$4K ﹤0.01%
+400
782
$4K ﹤0.01%
+287
783
$4K ﹤0.01%
+100
784
$4K ﹤0.01%
+106
785
$4K ﹤0.01%
+194
786
$4K ﹤0.01%
+16
787
$4K ﹤0.01%
+175
788
$4K ﹤0.01%
+49
789
$4K ﹤0.01%
+30
790
$4K ﹤0.01%
+328
791
$3K ﹤0.01%
+32
792
$3K ﹤0.01%
+228
793
$3K ﹤0.01%
+180
794
$3K ﹤0.01%
+20
795
$3K ﹤0.01%
+210
796
$3K ﹤0.01%
+127
797
$3K ﹤0.01%
+71
798
$3K ﹤0.01%
+3
799
$3K ﹤0.01%
+136
800
$3K ﹤0.01%
+34
30 31
32
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