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
901
$1K ﹤0.01%
+76
902
$1K ﹤0.01%
+2
903
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+8
904
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+112
905
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+15
906
$1K ﹤0.01%
+89
907
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+79
908
$1K ﹤0.01%
+102
909
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+10
910
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+21
911
$1K ﹤0.01%
+19
912
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+78
913
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+53
914
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+20
915
$1K ﹤0.01%
+20
916
$1K ﹤0.01%
+37
917
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+40
918
$1K ﹤0.01%
+67
919
$1K ﹤0.01%
+100
920
$1K ﹤0.01%
+13
921
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+34
922
$1K ﹤0.01%
+48
923
$1K ﹤0.01%
+11
924
$1K ﹤0.01%
+103
925
$1K ﹤0.01%
+50
35 36
37
38 39