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
801
$2.15K ﹤0.01%
6
+2
802
$2.14K ﹤0.01%
7
+1
803
$2.13K ﹤0.01%
52
804
$2.11K ﹤0.01%
29
805
$2.11K ﹤0.01%
108
806
$2.08K ﹤0.01%
64
-108
807
$2.07K ﹤0.01%
36
+3
808
$2.06K ﹤0.01%
19
809
$2.04K ﹤0.01%
35
-4
810
$2.03K ﹤0.01%
+28
811
$2K ﹤0.01%
18
812
$1.97K ﹤0.01%
197
813
$1.95K ﹤0.01%
2
-1
814
$1.92K ﹤0.01%
+10
815
$1.91K ﹤0.01%
102
+1
816
$1.87K ﹤0.01%
20
+5
817
$1.86K ﹤0.01%
4
-1
818
$1.83K ﹤0.01%
105
819
$1.82K ﹤0.01%
23
820
$1.77K ﹤0.01%
5
821
$1.77K ﹤0.01%
33
-6
822
$1.74K ﹤0.01%
+32
823
$1.73K ﹤0.01%
184
824
$1.72K ﹤0.01%
21
+2
825
$1.71K ﹤0.01%
15
+2
31 32
33
34 35