WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.46M
3
+$3.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.08M
5
ADBE icon
Adobe
ADBE
+$2.03M

Top Sells

1
+$20M
2
+$13.2M
3
+$9.11M
4
TFC icon
Truist Financial
TFC
+$6.48M
5
JPM icon
JPMorgan Chase
JPM
+$6.14M

Sector Composition

1 Technology 20.99%
2 Financials 11.36%
3 Healthcare 10.71%
4 Industrials 7.48%
5 Consumer Discretionary 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.37M 0.06%
16,009
-41,799
127
$1.34M 0.06%
6,883
+20
128
$1.23M 0.06%
2,985
-42
129
$1.22M 0.05%
13,009
-217
130
$1.18M 0.05%
16,148
131
$1.17M 0.05%
7,724
-1,235
132
$1.16M 0.05%
7,561
-22
133
$1.16M 0.05%
5,194
-313
134
$1.16M 0.05%
3,364
+38
135
$1.15M 0.05%
35,174
-693
136
$1.14M 0.05%
20,100
+15
137
$1.02M 0.05%
15,410
138
$1.02M 0.05%
14,707
-108
139
$1.02M 0.05%
4,163
140
$986K 0.04%
5,952
-17
141
$962K 0.04%
32,143
-40
142
$946K 0.04%
10,775
-8
143
$918K 0.04%
4,011
-24
144
$899K 0.04%
7,953
145
$890K 0.04%
4,858
-71
146
$888K 0.04%
23,746
-2,331
147
$876K 0.04%
11,579
-65
148
$846K 0.04%
6,545
-2,318
149
$835K 0.04%
6,734
150
$831K 0.04%
8,804
-92
4 5
6
7 8