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
776
$11K ﹤0.01%
2,000
777
$10K ﹤0.01%
+1
778
$10K ﹤0.01%
167
779
$10K ﹤0.01%
+92
780
$10K ﹤0.01%
220
781
$10K ﹤0.01%
245
782
$10K ﹤0.01%
1,671
783
$10K ﹤0.01%
40
784
$10K ﹤0.01%
50
785
$10K ﹤0.01%
478
+153
786
$10K ﹤0.01%
421
787
$10K ﹤0.01%
64
-16
788
$10K ﹤0.01%
1,000
789
$10K ﹤0.01%
+150
790
$9K ﹤0.01%
+333
791
$9K ﹤0.01%
50
792
$9K ﹤0.01%
500
793
$9K ﹤0.01%
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794
$9K ﹤0.01%
373
795
$9K ﹤0.01%
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796
$9K ﹤0.01%
594
797
$9K ﹤0.01%
+120
798
$9K ﹤0.01%
650
799
$9K ﹤0.01%
+1,000
800
$8K ﹤0.01%
100
30 31
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