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
$2.15B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$25.3M
3
+$17.9M
4
J icon
Jacobs Solutions
J
+$11.6M
5
BA icon
Boeing
BA
+$10.3M

Top Sells

1
+$9.4M
2
+$5.67M
3
+$4.68M
4
SBUX icon
Starbucks
SBUX
+$4.66M
5
VZ icon
Verizon
VZ
+$3.97M

Sector Composition

1 Technology 18.61%
2 Financials 13.45%
3 Healthcare 11.52%
4 Industrials 8.62%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1.5K ﹤0.01%
64
+2
852
$1.49K ﹤0.01%
11
+1
853
$1.48K ﹤0.01%
14
854
$1.48K ﹤0.01%
116
+4
855
$1.48K ﹤0.01%
+123
856
$1.46K ﹤0.01%
25
-2
857
$1.45K ﹤0.01%
13
+1
858
$1.4K ﹤0.01%
15
+4
859
$1.39K ﹤0.01%
153
-17
860
$1.39K ﹤0.01%
36
+9
861
$1.38K ﹤0.01%
22
+1
862
$1.38K ﹤0.01%
60
863
$1.38K ﹤0.01%
100
864
$1.36K ﹤0.01%
94
-8
865
$1.36K ﹤0.01%
25
-2
866
$1.34K ﹤0.01%
19
-1
867
$1.34K ﹤0.01%
27
-3
868
$1.33K ﹤0.01%
+14
869
$1.33K ﹤0.01%
15
870
$1.33K ﹤0.01%
100
871
$1.32K ﹤0.01%
+4
872
$1.3K ﹤0.01%
50
+2
873
$1.29K ﹤0.01%
16
+1
874
$1.28K ﹤0.01%
9
+7
875
$1.27K ﹤0.01%
665
33 34
35
36 37