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
$2.71B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$21.6M
3
+$9.7M
4
J icon
Jacobs Solutions
J
+$5.72M
5
BKNG icon
Booking.com
BKNG
+$3.12M

Top Sells

1
+$27.3M
2
+$9.91M
3
+$5.41M
4
PYPL icon
PayPal
PYPL
+$3.29M
5
KSU
Kansas City Southern
KSU
+$2.88M

Sector Composition

1 Technology 18.87%
2 Financials 13.43%
3 Healthcare 12.42%
4 Consumer Discretionary 12.38%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.32M 0.05%
20,089
-850
152
$1.32M 0.05%
29,846
+27,164
153
$1.31M 0.05%
20,003
-300
154
$1.28M 0.05%
34,595
+5,040
155
$1.2M 0.04%
8,050
+28
156
$1.2M 0.04%
20,047
-1,153
157
$1.2M 0.04%
30,929
+200
158
$1.19M 0.04%
28,319
-22,125
159
$1.18M 0.04%
6,175
+274
160
$1.14M 0.04%
22,534
+1,922
161
$1.1M 0.04%
9,051
162
$1.06M 0.04%
4,896
+547
163
$1.05M 0.04%
11,851
-61
164
$1.01M 0.04%
6,836
-112
165
$990K 0.04%
5,590
+74
166
$964K 0.04%
31,006
-661
167
$964K 0.04%
22,262
+2,900
168
$938K 0.03%
8,028
+335
169
$910K 0.03%
5,777
-93
170
$900K 0.03%
4,205
+552
171
$879K 0.03%
33,957
+3,777
172
$875K 0.03%
15,410
173
$859K 0.03%
12,000
174
$858K 0.03%
36,482
-19,441
175
$799K 0.03%
16,128
-2,785
5 6
7
8 9