WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.46M
3
+$3.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.08M
5
ADBE icon
Adobe
ADBE
+$2.03M

Top Sells

1
+$20M
2
+$13.2M
3
+$9.11M
4
TFC icon
Truist Financial
TFC
+$6.48M
5
JPM icon
JPMorgan Chase
JPM
+$6.14M

Sector Composition

1 Technology 20.99%
2 Financials 11.36%
3 Healthcare 10.71%
4 Industrials 7.48%
5 Consumer Discretionary 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.79M 0.44%
66,782
-258
77
$9.73M 0.44%
97,222
+4,176
78
$9.69M 0.44%
305,702
+63,352
79
$9.13M 0.41%
170,835
-184
80
$8.88M 0.4%
54,433
+946
81
$8.77M 0.4%
770,929
+18,086
82
$8.08M 0.36%
112,917
+5,168
83
$7.86M 0.35%
97,484
+2,805
84
$7.81M 0.35%
50,689
+2,328
85
$7.52M 0.34%
213,116
+15,525
86
$7.4M 0.33%
105,649
+48,065
87
$6.95M 0.31%
124,262
+3,444
88
$6.42M 0.29%
31,444
+1,122
89
$6.01M 0.27%
54,481
-958
90
$5.17M 0.23%
192,714
+1,080
91
$4.97M 0.22%
31,158
-326
92
$4.94M 0.22%
81,157
-1,171
93
$4.68M 0.21%
93,625
+18,375
94
$4.67M 0.21%
85,928
+4,088
95
$4.53M 0.2%
14,681
-234
96
$4.43M 0.2%
34,876
-34,935
97
$4.42M 0.2%
62,087
+60,855
98
$4.22M 0.19%
189,203
+9,381
99
$4M 0.18%
36,454
-1,039
100
$3.9M 0.18%
8,842
-20,674
2 3
4
5 6