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%
13
1027
$1K ﹤0.01%
21
1028
$1K ﹤0.01%
+48
1029
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+10
1030
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36
-18
1031
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1032
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1033
$1K ﹤0.01%
+32
1034
$1K ﹤0.01%
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-2
1035
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31
-5
1036
$1K ﹤0.01%
13
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1037
$1K ﹤0.01%
250
1038
$1K ﹤0.01%
8
-1
1039
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50
1040
$1K ﹤0.01%
46
+9
1041
$1K ﹤0.01%
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1042
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1043
$1K ﹤0.01%
9
+1
1044
$1K ﹤0.01%
+4
1045
$1K ﹤0.01%
32
1046
– –
-63
1047
– –
-5,000
1048
$0 ﹤0.01%
4
-23
1049
$0 ﹤0.01%
4
1050
– –
-800
40 41
42
43 44