WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.46M
3
+$3.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.08M
5
ADBE icon
Adobe
ADBE
+$2.03M

Top Sells

1
+$20M
2
+$13.2M
3
+$9.11M
4
TFC icon
Truist Financial
TFC
+$6.48M
5
JPM icon
JPMorgan Chase
JPM
+$6.14M

Sector Composition

1 Technology 20.99%
2 Financials 11.36%
3 Healthcare 10.71%
4 Industrials 7.48%
5 Consumer Discretionary 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.86M 0.17%
36,235
+892
102
$3.81M 0.17%
28,016
-96,812
103
$3.72M 0.17%
13,307
+360
104
$3.71M 0.17%
8,982
-20
105
$3.69M 0.17%
37,189
+600
106
$3.3M 0.15%
31,733
-48,336
107
$3.16M 0.14%
15,708
+25
108
$2.97M 0.13%
79,048
+2
109
$2.68M 0.12%
83,321
-12,966
110
$2.66M 0.12%
25,617
+680
111
$2.65M 0.12%
11,242
-7
112
$2.39M 0.11%
14,625
-44
113
$2.33M 0.1%
5
114
$1.84M 0.08%
16,048
-113
115
$1.83M 0.08%
54,542
116
$1.81M 0.08%
29,136
-549
117
$1.8M 0.08%
13,741
-160
118
$1.68M 0.08%
19,939
-74
119
$1.6M 0.07%
46,949
-189,970
120
$1.6M 0.07%
17,174
-142
121
$1.47M 0.07%
11,949
-139
122
$1.45M 0.07%
17,507
+473
123
$1.45M 0.07%
17,507
+671
124
$1.42M 0.06%
16,953
-309
125
$1.4M 0.06%
10,844
+4,598
3 4
5
6 7