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
$1.46B
AUM Growth
+$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.83M
3
+$5.43M
4
BA icon
Boeing
BA
+$5.06M
5
INTC icon
Intel
INTC
+$5.05M

Top Sells

1
+$12.5M
2
+$6.45M
3
+$5.05M
4
QCOM icon
Qualcomm
QCOM
+$4.84M
5
TPR icon
Tapestry
TPR
+$4.76M

Sector Composition

1 Financials 14.86%
2 Healthcare 14.07%
3 Technology 13.13%
4 Industrials 11.69%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$881K 0.06%
7,627
-1,010
127
$852K 0.06%
15,410
128
$825K 0.06%
8,861
+1,627
129
$770K 0.05%
11,496
+643
130
$758K 0.05%
25,497
+1,103
131
$757K 0.05%
10,479
+173
132
$755K 0.05%
3,308
133
$705K 0.05%
5,768
+233
134
$690K 0.05%
12,956
135
$667K 0.05%
+15,764
136
$595K 0.04%
49,263
+141
137
$593K 0.04%
19,406
+474
138
$587K 0.04%
5,703
-4
139
$577K 0.04%
21,757
140
$569K 0.04%
8,613
-530
141
$569K 0.04%
14,465
+367
142
$549K 0.04%
6,571
+878
143
$530K 0.04%
9,949
+275
144
$502K 0.03%
18,032
+4,916
145
$483K 0.03%
6,284
+1,021
146
$483K 0.03%
+37,575
147
$482K 0.03%
5,384
-288
148
$473K 0.03%
9,584
-450
149
$453K 0.03%
4,920
+792
150
$433K 0.03%
5,113
+2,084
4 5
6
7 8