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
$2.1B
AUM Growth
-$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$7.07M
3
+$6.47M
4
ADBE icon
Adobe
ADBE
+$5.66M
5
SPGI icon
S&P Global
SPGI
+$5.49M

Top Sells

1
+$13.7M
2
+$7.52M
3
+$7.35M
4
CVX icon
Chevron
CVX
+$7.34M
5
AIG icon
American International
AIG
+$5.03M

Sector Composition

1 Technology 17.2%
2 Financials 14.48%
3 Healthcare 13.18%
4 Consumer Discretionary 10.99%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.54M 0.12%
88,518
-1,827
127
$2.38M 0.11%
+14,421
128
$2.27M 0.11%
40,626
-22,152
129
$2.23M 0.11%
74,592
-11,415
130
$2.17M 0.1%
36,523
+1,215
131
$2.15M 0.1%
196,476
-45,454
132
$2.09M 0.1%
43,839
+6,461
133
$1.93M 0.09%
35,420
-57
134
$1.82M 0.09%
40,200
135
$1.8M 0.09%
12,157
+1,062
136
$1.62M 0.08%
20,071
+809
137
$1.61M 0.08%
22,099
+3,860
138
$1.59M 0.08%
40,090
+4,207
139
$1.51M 0.07%
+201,000
140
$1.45M 0.07%
43,176
+61
141
$1.43M 0.07%
22,731
-1,392
142
$1.41M 0.07%
26,781
-15
143
$1.39M 0.07%
25,358
-1,883
144
$1.36M 0.06%
+5
145
$1.35M 0.06%
79,028
+52
146
$1.35M 0.06%
86,662
+408
147
$1.33M 0.06%
15,554
+5,046
148
$1.31M 0.06%
+9,963
149
$1.3M 0.06%
23,142
+673
150
$1.26M 0.06%
14,658
+1,238
4 5
6
7 8