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
901
$931 ﹤0.01%
18
+3
902
$880 ﹤0.01%
23
903
$863 ﹤0.01%
12
904
$843 ﹤0.01%
56
-2
905
$834 ﹤0.01%
10
906
$818 ﹤0.01%
93
907
$784 ﹤0.01%
22
908
$772 ﹤0.01%
305
909
$757 ﹤0.01%
38
910
$708 ﹤0.01%
6
911
$686 ﹤0.01%
5
912
$662 ﹤0.01%
15
-46
913
$643 ﹤0.01%
+30
914
$610 ﹤0.01%
27
-5
915
$604 ﹤0.01%
7
916
$585 ﹤0.01%
4
917
$541 ﹤0.01%
47
-144
918
$541 ﹤0.01%
19
-7
919
$515 ﹤0.01%
150
920
$486 ﹤0.01%
17
-54
921
$485 ﹤0.01%
60
-2
922
$442 ﹤0.01%
56
923
$374 ﹤0.01%
27
924
$364 ﹤0.01%
50
925
$351 ﹤0.01%
117
35 36
37
38 39