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
876
$1.2K ﹤0.01%
12
-4
877
$1.19K ﹤0.01%
44
-16
878
$1.18K ﹤0.01%
+37
879
$1.15K ﹤0.01%
+66
880
$1.15K ﹤0.01%
29
881
$1.14K ﹤0.01%
+42
882
$1.12K ﹤0.01%
15
883
$1.11K ﹤0.01%
+50
884
$1.11K ﹤0.01%
665
885
$1.09K ﹤0.01%
9
886
$1.09K ﹤0.01%
64
887
$1.08K ﹤0.01%
50
888
$1.08K ﹤0.01%
+20
889
$1.08K ﹤0.01%
19
-3
890
$1.08K ﹤0.01%
36
-1
891
$1.07K ﹤0.01%
33
892
$1.06K ﹤0.01%
400
893
$1.05K ﹤0.01%
34
-7
894
$1.04K ﹤0.01%
27
-2
895
$1.03K ﹤0.01%
19
+1
896
$1.01K ﹤0.01%
100
897
$1.01K ﹤0.01%
+32
898
$999 ﹤0.01%
16
+1
899
$970 ﹤0.01%
88
-29
900
$955 ﹤0.01%
28
34 35
36
37 38