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
$2.15B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$25.3M
3
+$17.9M
4
J icon
Jacobs Solutions
J
+$11.6M
5
BA icon
Boeing
BA
+$10.3M

Top Sells

1
+$9.4M
2
+$5.67M
3
+$4.68M
4
SBUX icon
Starbucks
SBUX
+$4.66M
5
VZ icon
Verizon
VZ
+$3.97M

Sector Composition

1 Technology 18.61%
2 Financials 13.45%
3 Healthcare 11.52%
4 Industrials 8.62%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.02M 0.19%
57,584
-34,057
102
$3.92M 0.18%
35,343
-585
103
$3.86M 0.18%
9,002
-3
104
$3.64M 0.17%
75,250
+38,780
105
$3.55M 0.17%
36,589
+2,850
106
$3.41M 0.16%
12,947
-77
107
$3.29M 0.15%
96,287
+94,961
108
$3.25M 0.15%
15,683
-450
109
$3.04M 0.14%
179,822
-117,501
110
$2.63M 0.12%
14,669
-28
111
$2.48M 0.12%
11,249
+350
112
$2.41M 0.11%
79,046
-446
113
$2.34M 0.11%
5
114
$2.21M 0.1%
24,937
-323
115
$1.96M 0.09%
13,901
+2,000
116
$1.89M 0.09%
29,685
-13
117
$1.87M 0.09%
16,161
-2
118
$1.83M 0.09%
54,542
119
$1.7M 0.08%
20,013
-358
120
$1.47M 0.07%
16,836
-476
121
$1.42M 0.07%
17,316
-17
122
$1.41M 0.07%
12,088
-144
123
$1.4M 0.07%
17,034
-868
124
$1.4M 0.07%
34,912
-235,086
125
$1.36M 0.06%
7,583
3 4
5
6 7