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
$3.55B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.46M
3
+$5.47M
4
GMED icon
Globus Medical
GMED
+$5.03M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.35M

Top Sells

1
+$6.82M
2
+$6.69M
3
+$3.64M
4
PYPL icon
PayPal
PYPL
+$3.59M
5
AAPL icon
Apple
AAPL
+$2.95M

Sector Composition

1 Technology 18.15%
2 Financials 14.42%
3 Healthcare 11.86%
4 Consumer Discretionary 10.54%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.66M 0.16%
50,077
+9,279
127
$5.56M 0.16%
25,275
+170
128
$5.47M 0.15%
+147,026
129
$5.43M 0.15%
100,432
-924
130
$5.14M 0.14%
28,566
+1,404
131
$4.88M 0.14%
15,918
+12
132
$4.56M 0.13%
108,647
+102,965
133
$4.41M 0.12%
78,477
+350
134
$4.11M 0.12%
17,787
+656
135
$3.97M 0.11%
28,349
-1,735
136
$3.43M 0.1%
44,147
-3,016
137
$2.98M 0.08%
42,593
+1,903
138
$2.84M 0.08%
17,102
-403
139
$2.77M 0.08%
10,843
-193
140
$2.62M 0.07%
18,638
-1,265
141
$2.6M 0.07%
79,004
-4
142
$2.51M 0.07%
6
143
$2.4M 0.07%
14,555
-731
144
$2.4M 0.07%
24,193
+100
145
$2.38M 0.07%
23,426
-1,723
146
$2.37M 0.07%
22,658
+155
147
$2.34M 0.07%
12,066
-64
148
$2.27M 0.06%
7,618
+601
149
$2.14M 0.06%
19,952
-1,310
150
$2.11M 0.06%
8,971
+312
4 5
6
7 8