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
$2.71B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$21.6M
3
+$9.7M
4
J icon
Jacobs Solutions
J
+$5.72M
5
BKNG icon
Booking.com
BKNG
+$3.12M

Top Sells

1
+$27.3M
2
+$9.91M
3
+$5.41M
4
PYPL icon
PayPal
PYPL
+$3.29M
5
KSU
Kansas City Southern
KSU
+$2.88M

Sector Composition

1 Technology 18.87%
2 Financials 13.43%
3 Healthcare 12.42%
4 Consumer Discretionary 12.38%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.67M 0.14%
15,528
+78
127
$3.41M 0.13%
17,072
+30
128
$3.26M 0.12%
65,810
+32,045
129
$3.18M 0.12%
8,058
-55
130
$2.81M 0.1%
154,429
-2,844
131
$2.61M 0.1%
40,736
+2,160
132
$2.44M 0.09%
18,173
-1,542
133
$2.41M 0.09%
30,509
-1,978
134
$2.37M 0.09%
12,085
-154
135
$2.36M 0.09%
14,276
-1,001
136
$2.25M 0.08%
37,315
-1,342
137
$2.08M 0.08%
79,012
138
$2.05M 0.08%
66,458
+64,656
139
$2.03M 0.08%
12,256
-1,487
140
$2.03M 0.07%
28,881
+1,294
141
$1.92M 0.07%
6
142
$1.85M 0.07%
23,232
+1,434
143
$1.83M 0.07%
24,411
-105
144
$1.76M 0.07%
7,017
-691
145
$1.69M 0.06%
23,464
-660
146
$1.48M 0.05%
4,402
+1,293
147
$1.44M 0.05%
200,000
148
$1.41M 0.05%
27,430
-22
149
$1.35M 0.05%
13,518
-1,444
150
$1.35M 0.05%
7,086
-1
4 5
6
7 8