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
826
$1.7K ﹤0.01%
65
+11
827
$1.69K ﹤0.01%
38
+2
828
$1.68K ﹤0.01%
39
-8
829
$1.67K ﹤0.01%
18
-7
830
$1.67K ﹤0.01%
15
+1
831
$1.63K ﹤0.01%
594
832
$1.61K ﹤0.01%
+260
833
$1.57K ﹤0.01%
50
834
$1.56K ﹤0.01%
57
+1
835
$1.55K ﹤0.01%
100
836
$1.54K ﹤0.01%
34
+4
837
$1.53K ﹤0.01%
+30
838
$1.52K ﹤0.01%
13
-1
839
$1.51K ﹤0.01%
49
+14
840
$1.5K ﹤0.01%
30
+2
841
$1.5K ﹤0.01%
3
-1
842
$1.49K ﹤0.01%
68
+4
843
$1.48K ﹤0.01%
11
+2
844
$1.48K ﹤0.01%
25
845
$1.47K ﹤0.01%
103
-25
846
$1.46K ﹤0.01%
128
+12
847
$1.45K ﹤0.01%
23
-2
848
$1.45K ﹤0.01%
16
849
$1.45K ﹤0.01%
36
850
$1.43K ﹤0.01%
96
+2
32 33
34
35 36