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
76
$9.97M 0.46%
253,129
-100,701
77
$9.7M 0.45%
28,819
-4,968
78
$9.03M 0.42%
4,479
-180
79
$8.99M 0.42%
67,040
-5,558
80
$8.97M 0.42%
752,843
+133,006
81
$8.57M 0.4%
171,019
+59,384
82
$8.39M 0.39%
53,487
-1,579
83
$8.36M 0.39%
63,032
-6,406
84
$8.08M 0.38%
93,046
-18,265
85
$7.94M 0.37%
80,069
-46,939
86
$7.41M 0.35%
120,818
-21,525
87
$7.36M 0.34%
94,679
-24,096
88
$7.34M 0.34%
48,361
-518
89
$7.07M 0.33%
107,749
-11,217
90
$6.31M 0.29%
197,591
-40,104
91
$5.99M 0.28%
242,350
-45,383
92
$5.9M 0.27%
55,439
-1,573
93
$5.8M 0.27%
30,322
+1,513
94
$5.55M 0.26%
81,840
-41,135
95
$5.09M 0.24%
31,484
-1,262
96
$4.96M 0.23%
191,634
-6,182
97
$4.71M 0.22%
82,328
-1,274
98
$4.61M 0.21%
14,915
-270
99
$4.43M 0.21%
57,808
-61,180
100
$4.14M 0.19%
37,493
+863
2 3
4
5 6