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
801
$3K ﹤0.01%
+156
802
$3K ﹤0.01%
+405
803
$3K ﹤0.01%
+325
804
$3K ﹤0.01%
+25
805
$3K ﹤0.01%
+146
806
$3K ﹤0.01%
+260
807
$3K ﹤0.01%
+27
808
$3K ﹤0.01%
+16
809
$3K ﹤0.01%
+118
810
$3K ﹤0.01%
+306
811
$3K ﹤0.01%
+150
812
$3K ﹤0.01%
+567
813
$3K ﹤0.01%
+90
814
$2K ﹤0.01%
+58
815
$2K ﹤0.01%
+23
816
$2K ﹤0.01%
+126
817
$2K ﹤0.01%
+74
818
$2K ﹤0.01%
+45
819
$2K ﹤0.01%
+92
820
$2K ﹤0.01%
+52
821
$2K ﹤0.01%
+19
822
$2K ﹤0.01%
+15
823
$2K ﹤0.01%
+40
824
$2K ﹤0.01%
+23
825
$2K ﹤0.01%
+55
31 32
33
34 35