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
$3.55B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.46M
3
+$5.47M
4
GMED icon
Globus Medical
GMED
+$5.03M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.35M

Top Sells

1
+$6.82M
2
+$6.69M
3
+$3.64M
4
PYPL icon
PayPal
PYPL
+$3.59M
5
AAPL icon
Apple
AAPL
+$2.95M

Sector Composition

1 Technology 18.15%
2 Financials 14.42%
3 Healthcare 11.86%
4 Consumer Discretionary 10.54%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15.3M 0.43%
62,816
+806
77
$15.3M 0.43%
108,831
+3,686
78
$15.2M 0.43%
387,811
+11,201
79
$15M 0.42%
200,659
-5,587
80
$14.9M 0.42%
37,580
-95
81
$14.7M 0.42%
189,237
-3,030
82
$14.1M 0.4%
225,566
+7,337
83
$13.8M 0.39%
72,155
-222
84
$13.6M 0.38%
365,839
-32,328
85
$13.4M 0.38%
94,872
+1,263
86
$13.3M 0.37%
168,341
-4,853
87
$13.2M 0.37%
28,038
+20,128
88
$12.8M 0.36%
103,156
+6,681
89
$12.2M 0.34%
47,034
+178
90
$12.1M 0.34%
49,826
+355
91
$12M 0.34%
37,066
-508
92
$11.9M 0.34%
135,196
+23,456
93
$11.6M 0.33%
149,198
+64,875
94
$11.4M 0.32%
78,775
+7,125
95
$11.3M 0.32%
72,678
-138
96
$11.2M 0.32%
69,627
-196
97
$11.1M 0.31%
+132,592
98
$10.9M 0.31%
132,766
+2,502
99
$10.9M 0.31%
199,106
-687
100
$10.8M 0.31%
227,401
+2,112
2 3
4
5 6