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
1076
– –
-300
1077
– –
-6
1078
– –
-400
1079
– –
-21
1080
– –
-54
1081
– –
-75
1082
– –
-1,500
1083
– –
-150
1084
– –
-550
1085
– –
-15
1086
– –
-582
1087
– –
-114
1088
– –
-38
1089
– –
-53
1090
– –
-13
1091
– –
-10
1092
$0 ﹤0.01%
102
1093
$0 ﹤0.01%
110
1094
$0 ﹤0.01%
+3
1095
– –
-75
1096
– –
-1,880
1097
– –
-3
1098
– –
-34
1099
– –
-4,040
40 41 42 43
44