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
$2.1B
AUM Growth
-$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$7.07M
3
+$6.47M
4
ADBE icon
Adobe
ADBE
+$5.66M
5
SPGI icon
S&P Global
SPGI
+$5.49M

Top Sells

1
+$13.7M
2
+$7.52M
3
+$7.35M
4
CVX icon
Chevron
CVX
+$7.34M
5
AIG icon
American International
AIG
+$5.03M

Sector Composition

1 Technology 17.2%
2 Financials 14.48%
3 Healthcare 13.18%
4 Consumer Discretionary 10.99%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.25M 0.06%
32,437
+4,763
152
$1.25M 0.06%
+10,834
153
$1.2M 0.06%
24,795
-545
154
$1.16M 0.06%
+9,016
155
$1.14M 0.05%
17,159
-15
156
$1.11M 0.05%
15,410
157
$1.09M 0.05%
32,208
-4,014
158
$1.05M 0.05%
+7,722
159
$946K 0.05%
20,538
-100
160
$922K 0.04%
+7,208
161
$916K 0.04%
+7,899
162
$898K 0.04%
16,848
-4,825
163
$890K 0.04%
52,548
-181,093
164
$882K 0.04%
25,863
-69,860
165
$881K 0.04%
+6,650
166
$877K 0.04%
+7,232
167
$863K 0.04%
11,057
+404
168
$847K 0.04%
34,734
-219
169
$837K 0.04%
20,407
+2,650
170
$835K 0.04%
61,990
+23,086
171
$820K 0.04%
+3,174
172
$807K 0.04%
24,065
-1,507
173
$805K 0.04%
+9,768
174
$788K 0.04%
+6,427
175
$788K 0.04%
+5,325
5 6
7
8 9