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
101
$10.8M 0.31%
34,855
+95
102
$10.8M 0.3%
239,175
+22,206
103
$10.8M 0.3%
112,633
+2,216
104
$10.1M 0.28%
26,677
+455
105
$9.82M 0.28%
34,656
-23,607
106
$9.4M 0.27%
300,802
+139,262
107
$9.38M 0.26%
20,368
+42
108
$9.05M 0.26%
143,509
-5,070
109
$9.03M 0.25%
122,769
+2,912
110
$8.95M 0.25%
56,289
+438
111
$8.13M 0.23%
63,506
-1,399
112
$7.09M 0.2%
68,438
+267
113
$7.02M 0.2%
22,189
-8,445
114
$6.92M 0.2%
109,172
+31,195
115
$6.92M 0.2%
379,515
-7,562
116
$6.9M 0.19%
99,590
-4,347
117
$6.81M 0.19%
13,323
-11
118
$6.74M 0.19%
48,083
+1,000
119
$6.61M 0.19%
34,485
-12
120
$6.6M 0.19%
32,047
+4,153
121
$6.56M 0.19%
42,388
+32
122
$6.42M 0.18%
28,807
+390
123
$6.17M 0.17%
538,428
+11,328
124
$6.07M 0.17%
53,894
+2,181
125
$6M 0.17%
276,217
-14,480
3 4
5
6 7