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
851
$1.42K ﹤0.01%
36
-17
852
$1.41K ﹤0.01%
11
853
$1.4K ﹤0.01%
68
+1
854
$1.39K ﹤0.01%
19
-2
855
$1.38K ﹤0.01%
36
+7
856
$1.37K ﹤0.01%
19
-1
857
$1.37K ﹤0.01%
25
+2
858
$1.36K ﹤0.01%
13
859
$1.34K ﹤0.01%
270
860
$1.33K ﹤0.01%
10
+1
861
$1.32K ﹤0.01%
85
-2
862
$1.32K ﹤0.01%
247
863
$1.31K ﹤0.01%
62
+3
864
$1.27K ﹤0.01%
85
+14
865
$1.24K ﹤0.01%
10
866
$1.24K ﹤0.01%
34
+8
867
$1.24K ﹤0.01%
20
868
$1.24K ﹤0.01%
13
-2
869
$1.23K ﹤0.01%
170
+17
870
$1.22K ﹤0.01%
25
871
$1.22K ﹤0.01%
150
872
$1.22K ﹤0.01%
18
873
$1.22K ﹤0.01%
20
874
$1.22K ﹤0.01%
14
875
$1.21K ﹤0.01%
25
+1
33 34
35
36 37