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
826
$7K ﹤0.01%
75
827
$7K ﹤0.01%
117
828
$7K ﹤0.01%
991
829
$7K ﹤0.01%
169
830
$7K ﹤0.01%
407
831
$7K ﹤0.01%
+120
832
$7K ﹤0.01%
+500
833
$7K ﹤0.01%
+500
834
$7K ﹤0.01%
50
-75
835
$7K ﹤0.01%
150
836
$7K ﹤0.01%
135
837
$7K ﹤0.01%
127
838
$6K ﹤0.01%
112
-175
839
$6K ﹤0.01%
200
840
$6K ﹤0.01%
200
841
$6K ﹤0.01%
217
842
$6K ﹤0.01%
+500
843
$6K ﹤0.01%
184
844
$6K ﹤0.01%
462
845
$6K ﹤0.01%
30
-65
846
$6K ﹤0.01%
105
-6
847
$6K ﹤0.01%
133
-9
848
$6K ﹤0.01%
33
849
$6K ﹤0.01%
83
850
$6K ﹤0.01%
147
32 33
34
35 36