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
$3.55B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.46M
3
+$5.47M
4
GMED icon
Globus Medical
GMED
+$5.03M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.35M

Top Sells

1
+$6.82M
2
+$6.69M
3
+$3.64M
4
PYPL icon
PayPal
PYPL
+$3.59M
5
AAPL icon
Apple
AAPL
+$2.95M

Sector Composition

1 Technology 18.15%
2 Financials 14.42%
3 Healthcare 11.86%
4 Consumer Discretionary 10.54%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$3K ﹤0.01%
+100
902
$3K ﹤0.01%
43
903
$3K ﹤0.01%
200
904
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197
905
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24
-11
906
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62
907
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32
908
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+1
909
$3K ﹤0.01%
133
910
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2
911
$3K ﹤0.01%
61
912
$3K ﹤0.01%
107
913
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+75
914
$3K ﹤0.01%
+70
915
$3K ﹤0.01%
100
916
$3K ﹤0.01%
191
917
$3K ﹤0.01%
118
918
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14
919
– –
0
920
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66
-8
921
$3K ﹤0.01%
50
922
$2K ﹤0.01%
59
-4
923
$2K ﹤0.01%
13
924
$2K ﹤0.01%
48
925
$2K ﹤0.01%
41
+6
35 36
37
38 39