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
826
$2K ﹤0.01%
+40
827
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+23
828
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+55
829
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+61
830
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+28
831
$2K ﹤0.01%
+7
832
$2K ﹤0.01%
+9
833
$2K ﹤0.01%
+81
834
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+109
835
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+93
836
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+134
837
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+197
838
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+51
839
$2K ﹤0.01%
+90
840
$2K ﹤0.01%
+32
841
$2K ﹤0.01%
+15
842
$2K ﹤0.01%
+467
843
$2K ﹤0.01%
+100
844
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+10
845
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+14
846
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+50
847
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+72
848
$2K ﹤0.01%
+34
849
$2K ﹤0.01%
+10
850
$2K ﹤0.01%
+50
32 33
34
35 36