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
776
$2.83K ﹤0.01%
70
777
$2.73K ﹤0.01%
+108
778
$2.71K ﹤0.01%
10
779
$2.65K ﹤0.01%
100
780
$2.64K ﹤0.01%
170
781
$2.63K ﹤0.01%
500
782
$2.63K ﹤0.01%
26
+1
783
$2.48K ﹤0.01%
479
784
$2.43K ﹤0.01%
43
-61
785
$2.41K ﹤0.01%
300
786
$2.4K ﹤0.01%
50
787
$2.38K ﹤0.01%
51
788
$2.37K ﹤0.01%
200
789
$2.36K ﹤0.01%
51
+7
790
$2.35K ﹤0.01%
26
791
$2.34K ﹤0.01%
35
792
$2.3K ﹤0.01%
70
793
$2.29K ﹤0.01%
105
794
$2.29K ﹤0.01%
125
795
$2.26K ﹤0.01%
100
796
$2.26K ﹤0.01%
79
+8
797
$2.25K ﹤0.01%
31
798
$2.19K ﹤0.01%
128
+71
799
$2.17K ﹤0.01%
32
-1
800
$2.16K ﹤0.01%
98
30 31
32
33 34