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
$2.1B
AUM Growth
-$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$7.07M
3
+$6.47M
4
ADBE icon
Adobe
ADBE
+$5.66M
5
SPGI icon
S&P Global
SPGI
+$5.49M

Top Sells

1
+$13.7M
2
+$7.52M
3
+$7.35M
4
CVX icon
Chevron
CVX
+$7.34M
5
AIG icon
American International
AIG
+$5.03M

Sector Composition

1 Technology 17.2%
2 Financials 14.48%
3 Healthcare 13.18%
4 Consumer Discretionary 10.99%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.49M 0.26%
+22,418
102
$5.47M 0.26%
74,498
+2,411
103
$5.31M 0.25%
30,660
+645
104
$5.1M 0.24%
115,217
+5,078
105
$4.78M 0.23%
+17,995
106
$4.76M 0.23%
46,018
-1,162
107
$4.65M 0.22%
31,195
-92,158
108
$4.54M 0.22%
59,574
+3,331
109
$4.5M 0.21%
75,605
+6,117
110
$4.42M 0.21%
34,771
+1,615
111
$4.12M 0.2%
65,523
+17,277
112
$3.84M 0.18%
36,253
+2,836
113
$3.71M 0.18%
32,510
-1,880
114
$3.6M 0.17%
+56,400
115
$3.56M 0.17%
438,777
+41,608
116
$3.52M 0.17%
24,978
+1,879
117
$3.28M 0.16%
31,936
+1,570
118
$3.19M 0.15%
163,413
+95,603
119
$3.19M 0.15%
19,274
+190
120
$3.08M 0.15%
256,524
+5,920
121
$3.02M 0.14%
9,687
-554
122
$2.71M 0.13%
37,445
-101,243
123
$2.68M 0.13%
50,481
+2,950
124
$2.63M 0.13%
14,161
-41
125
$2.62M 0.12%
37,473
-2,800
3 4
5
6 7