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
851
$6K ﹤0.01%
167
852
$6K ﹤0.01%
150
853
$6K ﹤0.01%
130
854
$6K ﹤0.01%
1,592
855
$6K ﹤0.01%
+240
856
$6K ﹤0.01%
305
857
$6K ﹤0.01%
143
858
$6K ﹤0.01%
+167
859
$6K ﹤0.01%
100
860
$5K ﹤0.01%
83
861
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60
+20
862
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33
-17
863
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214
864
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120
-14
865
$5K ﹤0.01%
100
866
$5K ﹤0.01%
+100
867
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+107
868
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16
869
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101
870
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5
871
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+268
872
$5K ﹤0.01%
100
873
$5K ﹤0.01%
41
874
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9
-3
875
$5K ﹤0.01%
269
-4
33 34
35
36 37