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
$1.46B
AUM Growth
+$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.83M
3
+$5.43M
4
BA icon
Boeing
BA
+$5.06M
5
INTC icon
Intel
INTC
+$5.05M

Top Sells

1
+$12.5M
2
+$6.45M
3
+$5.05M
4
QCOM icon
Qualcomm
QCOM
+$4.84M
5
TPR icon
Tapestry
TPR
+$4.76M

Sector Composition

1 Financials 14.86%
2 Healthcare 14.07%
3 Technology 13.13%
4 Industrials 11.69%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$427K 0.03%
2,066
+264
152
$414K 0.03%
3,105
+148
153
$408K 0.03%
4,945
+671
154
$403K 0.03%
3,484
+460
155
$403K 0.03%
8,206
-1,502
156
– –
0
157
$393K 0.03%
86,240
+7,200
158
$387K 0.03%
4,050
159
$384K 0.03%
4,548
160
$381K 0.03%
+7,292
161
$379K 0.03%
5,509
+1,384
162
$377K 0.03%
5,421
-238
163
$376K 0.03%
9,687
+45
164
$373K 0.03%
4,302
+200
165
$367K 0.03%
3,860
-82
166
$351K 0.02%
3,202
+1,019
167
$341K 0.02%
3,068
168
$341K 0.02%
2,860
+562
169
$335K 0.02%
24,500
-2,750
170
$335K 0.02%
6,964
+104
171
$333K 0.02%
3,193
+165
172
$328K 0.02%
+4,443
173
$309K 0.02%
1,455
+30
174
$305K 0.02%
3,218
+18
175
$301K 0.02%
+5,292
5 6
7
8 9