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
801
$8K ﹤0.01%
300
802
$8K ﹤0.01%
42
803
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+984
804
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340
805
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100
806
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84
+53
807
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+5
808
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122
-407
809
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156
810
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+90
811
$8K ﹤0.01%
+1,000
812
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5
813
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+714
814
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111
815
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89
816
$7K ﹤0.01%
16
-37
817
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200
818
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819
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+408
820
$7K ﹤0.01%
200
821
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310
822
$7K ﹤0.01%
+70
823
$7K ﹤0.01%
107
824
$7K ﹤0.01%
65
-10
825
$7K ﹤0.01%
187
31 32
33
34 35