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
$2.71B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1 +$28.4M
2 +$21.6M
3 +$9.7M
4
J icon
Jacobs Solutions
J
+$5.72M
5
BKNG icon
Booking.com
BKNG
+$3.12M

Top Sells

1 +$27.3M
2 +$9.91M
3 +$5.41M
4
PYPL icon
PayPal
PYPL
+$3.29M
5
KSU
Kansas City Southern
KSU
+$2.88M

Sector Composition

1 Technology 18.87%
2 Financials 13.43%
3 Healthcare 12.42%
4 Consumer Discretionary 12.38%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
-30
1002
-40
1003
-3
1004
-6
1005
-2
1006
$0 ﹤0.01%
5
-460
1007
-1,334
1008
$0 ﹤0.01%
+1
1009
$0 ﹤0.01%
+50
1010
-2,123
1011
-57
1012
-2,360
1013
-21
1014
-2,336
1015
-500
1016
$0 ﹤0.01%
+6
1017
-3
1018
-80
1019
-700
1020
-586
1021
-385
1022
$0 ﹤0.01%
+47
1023
-600
1024
-320
1025
$0 ﹤0.01%
42
-55