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
76
$8.83M 0.42%
176,242
+17,268
77
$8.78M 0.42%
175,992
-8,842
78
$8.53M 0.41%
25,170
+134
79
$8.49M 0.41%
397,528
+16,938
80
$8.31M 0.4%
218,905
-198,136
81
$8.29M 0.4%
57,573
+778
82
$8.2M 0.39%
62,496
+775
83
$7.66M 0.37%
106,090
+3,928
84
$7.58M 0.36%
166,212
+154,979
85
$7.54M 0.36%
67,499
+197
86
$7.23M 0.34%
30,531
+1,271
87
$7.19M 0.34%
154,771
-12,039
88
$7.1M 0.34%
56,241
+2,018
89
$7.01M 0.33%
71,451
+542
90
$6.81M 0.32%
71,139
-812
91
$6.81M 0.32%
125,785
+15,031
92
$6.58M 0.31%
235,640
-6,854
93
$6.57M 0.31%
69,233
+6
94
$6.49M 0.31%
216,677
-6,411
95
$6.47M 0.31%
+209,843
96
$6.44M 0.31%
74,440
+1,405
97
$6.3M 0.3%
40,265
+6,352
98
$5.79M 0.28%
415,791
+23,107
99
$5.66M 0.27%
39,376
+537
100
$5.66M 0.27%
+17,775
2 3
4
5 6