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
926
$1K ﹤0.01%
+43
927
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+20
928
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+13
929
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+114
930
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+40
931
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+13
932
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+30
933
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+48
934
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+167
935
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+24
936
$1K ﹤0.01%
+100
937
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+2
938
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+50
939
$1K ﹤0.01%
+133
940
$1K ﹤0.01%
+785
941
$1K ﹤0.01%
+27
942
$1K ﹤0.01%
+16
943
$1K ﹤0.01%
+25
944
$1K ﹤0.01%
+62
945
$1K ﹤0.01%
+72
946
$0 ﹤0.01%
+35
947
$0 ﹤0.01%
+13
948
$0 ﹤0.01%
+26
949
$0 ﹤0.01%
+1
950
$0 ﹤0.01%
+64
36 37
38
39 40