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
951
$0 ﹤0.01%
+4
952
$0 ﹤0.01%
+50
953
$0 ﹤0.01%
+22
954
$0 ﹤0.01%
+63
955
$0 ﹤0.01%
+119
956
$0 ﹤0.01%
+44
957
$0 ﹤0.01%
+1
958
$0 ﹤0.01%
+22
959
$0 ﹤0.01%
+51
960
$0 ﹤0.01%
+27
961
$0 ﹤0.01%
+11
962
$0 ﹤0.01%
+8
963
$0 ﹤0.01%
+2
964
$0 ﹤0.01%
+64
965
$0 ﹤0.01%
+90
966
$0 ﹤0.01%
+17
967
$0 ﹤0.01%
+2
968
$0 ﹤0.01%
+118
969
$0 ﹤0.01%
+18
970
$0 ﹤0.01%
+1,000
971
$0 ﹤0.01%
+56
972
$0 ﹤0.01%
+634
973
$0 ﹤0.01%
+1
974
$0 ﹤0.01%
+100
975
$0 ﹤0.01%
+18