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
$2.71B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$21.6M
3
+$9.7M
4
J icon
Jacobs Solutions
J
+$5.72M
5
BKNG icon
Booking.com
BKNG
+$3.12M

Top Sells

1
+$27.3M
2
+$9.91M
3
+$5.41M
4
PYPL icon
PayPal
PYPL
+$3.29M
5
KSU
Kansas City Southern
KSU
+$2.88M

Sector Composition

1 Technology 18.87%
2 Financials 13.43%
3 Healthcare 12.42%
4 Consumer Discretionary 12.38%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.7M 0.28%
202,362
-14,216
102
$7.55M 0.28%
38,961
-242
103
$7.42M 0.27%
34,656
-145
104
$6.09M 0.23%
52,462
-2,807
105
$6.08M 0.22%
20,210
+1,963
106
$6.02M 0.22%
175,423
-4,649
107
$5.54M 0.2%
43,070
-1,630
108
$5.32M 0.2%
107,732
-2,252
109
$5.26M 0.19%
65,890
-288
110
$5.22M 0.19%
24,838
-105
111
$5.15M 0.19%
466,356
+10,573
112
$4.97M 0.18%
345,195
+64,748
113
$4.96M 0.18%
28,816
-845
114
$4.96M 0.18%
401,804
-3,324
115
$4.79M 0.18%
34,779
+140
116
$4.78M 0.18%
54,548
-1,368
117
$4.46M 0.16%
39,400
+3,019
118
$4.44M 0.16%
85,812
-1,331
119
$4.42M 0.16%
25,961
+16,983
120
$4.37M 0.16%
22,213
-13
121
$4.32M 0.16%
13,366
122
$4.03M 0.15%
49,206
-1,430
123
$4M 0.15%
18,235
-1,244
124
$3.78M 0.14%
32,498
-455
125
$3.71M 0.14%
46,938
-1,474
3 4
5
6 7