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
$2.15B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1 +$38.7M
2 +$25.3M
3 +$17.9M
4
J icon
Jacobs Solutions
J
+$11.6M
5
BA icon
Boeing
BA
+$10.3M

Top Sells

1 +$9.4M
2 +$5.67M
3 +$4.68M
4
SBUX icon
Starbucks
SBUX
+$4.66M
5
VZ icon
Verizon
VZ
+$3.97M

Sector Composition

1 Technology 18.61%
2 Financials 13.45%
3 Healthcare 11.52%
4 Industrials 8.62%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$205 ﹤0.01%
21
952
$192 ﹤0.01%
40
953
$189 ﹤0.01%
2
954
$184 ﹤0.01%
5
955
$173 ﹤0.01%
11
-6
956
$161 ﹤0.01%
3
957
$153 ﹤0.01%
2
-13
958
$137 ﹤0.01%
10
-52
959
$131 ﹤0.01%
2
960
$114 ﹤0.01%
15
961
$107 ﹤0.01%
2
962
$94 ﹤0.01%
2
963
0
964
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965
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967
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968
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-4,565
971
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-21