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
876
$1K ﹤0.01%
+44
877
$1K ﹤0.01%
+266
878
$1K ﹤0.01%
+42
879
$1K ﹤0.01%
+26
880
$1K ﹤0.01%
+81
881
$1K ﹤0.01%
+20
882
$1K ﹤0.01%
+200
883
$1K ﹤0.01%
+124
884
$1K ﹤0.01%
+25
885
$1K ﹤0.01%
+19
886
$1K ﹤0.01%
+28
887
$1K ﹤0.01%
+50
888
$1K ﹤0.01%
+98
889
$1K ﹤0.01%
+33
890
$1K ﹤0.01%
+7
891
$1K ﹤0.01%
+48
892
$1K ﹤0.01%
+33
893
$1K ﹤0.01%
+89
894
$1K ﹤0.01%
+10
895
$1K ﹤0.01%
+12
896
$1K ﹤0.01%
+60
897
$1K ﹤0.01%
+5
898
$1K ﹤0.01%
+71
899
$1K ﹤0.01%
+44
900
$1K ﹤0.01%
+5
34 35
36
37 38