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
– –
-54
1077
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-75
1078
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-1,500
1079
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-550
1080
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-15
1081
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-582
1082
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-114
1083
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-38
1084
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-53
1085
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-1,000
1086
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-8
1087
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-50
1088
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-13
1089
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-10
1090
$0 ﹤0.01%
102
1091
$0 ﹤0.01%
110
1092
$0 ﹤0.01%
+3
1093
– –
-75
1094
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-1,880
1095
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-3
1096
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-34
1097
– –
-4,040
1098
– –
-150
1099
– –
-300
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