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
1026
$1K ﹤0.01%
31
+3
1027
$1K ﹤0.01%
15
1028
$1K ﹤0.01%
47
1029
$1K ﹤0.01%
10
1030
$1K ﹤0.01%
+18
1031
$1K ﹤0.01%
33
1032
$1K ﹤0.01%
+10
1033
$1K ﹤0.01%
36
-18
1034
$1K ﹤0.01%
16
1035
$1K ﹤0.01%
28
1036
$1K ﹤0.01%
+32
1037
$1K ﹤0.01%
26
-2
1038
$1K ﹤0.01%
31
-5
1039
$1K ﹤0.01%
13
-1
1040
$1K ﹤0.01%
250
1041
$1K ﹤0.01%
8
-1
1042
$1K ﹤0.01%
50
1043
$1K ﹤0.01%
46
+9
1044
$1K ﹤0.01%
82
1045
$1K ﹤0.01%
56
1046
$0 ﹤0.01%
4
1047
– –
-800
1048
$0 ﹤0.01%
3
1049
– –
-79
1050
– –
-8,007
40 41
42
43 44