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
$2.15B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$25.3M
3
+$17.9M
4
J icon
Jacobs Solutions
J
+$11.6M
5
BA icon
Boeing
BA
+$10.3M

Top Sells

1
+$9.4M
2
+$5.67M
3
+$4.68M
4
SBUX icon
Starbucks
SBUX
+$4.66M
5
VZ icon
Verizon
VZ
+$3.97M

Sector Composition

1 Technology 18.61%
2 Financials 13.45%
3 Healthcare 11.52%
4 Industrials 8.62%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.3M 0.06%
5,507
-65
127
$1.22M 0.06%
3,326
+250
128
$1.21M 0.06%
17,262
-399
129
$1.21M 0.06%
16,148
130
$1.2M 0.06%
15,410
131
$1.19M 0.06%
6,863
-18
132
$1.16M 0.05%
3,027
133
$1.13M 0.05%
20,085
134
$1.13M 0.05%
8,863
-4,864
135
$1.11M 0.05%
17,918
+2,498
136
$1.11M 0.05%
13,226
+70
137
$1.08M 0.05%
26,077
-2,512
138
$1.07M 0.05%
14,815
-109
139
$997K 0.05%
32,183
140
$967K 0.05%
4,035
-6
141
$948K 0.04%
35,867
-2,044
142
$917K 0.04%
10,783
+600
143
$903K 0.04%
11,644
+530
144
$892K 0.04%
4,163
145
$890K 0.04%
5,969
+227
146
$888K 0.04%
3,602
-34
147
$849K 0.04%
6,246
+5,767
148
$836K 0.04%
4,929
149
$804K 0.04%
7,953
150
$801K 0.04%
7,992
-341
4 5
6
7 8