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
851
$2K ﹤0.01%
+320
852
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+31
853
$2K ﹤0.01%
+73
854
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+53
855
$2K ﹤0.01%
+82
856
$2K ﹤0.01%
+125
857
$2K ﹤0.01%
+58
858
$2K ﹤0.01%
+184
859
$2K ﹤0.01%
+32
860
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+22
861
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+140
862
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+17
863
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+75
864
$2K ﹤0.01%
+74
865
$2K ﹤0.01%
+50
866
$2K ﹤0.01%
+136
867
$2K ﹤0.01%
+1,111
868
$2K ﹤0.01%
+80
869
$1K ﹤0.01%
+44
870
$1K ﹤0.01%
+266
871
$1K ﹤0.01%
+42
872
$1K ﹤0.01%
+11
873
$1K ﹤0.01%
+26
874
$1K ﹤0.01%
+5
875
$1K ﹤0.01%
+133
33 34
35
36 37