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
$3.55B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.46M
3
+$5.47M
4
GMED icon
Globus Medical
GMED
+$5.03M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.35M

Top Sells

1
+$6.82M
2
+$6.69M
3
+$3.64M
4
PYPL icon
PayPal
PYPL
+$3.59M
5
AAPL icon
Apple
AAPL
+$2.95M

Sector Composition

1 Technology 18.15%
2 Financials 14.42%
3 Healthcare 11.86%
4 Consumer Discretionary 10.54%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2M 0.06%
29,781
+424
152
$1.9M 0.05%
19,775
+200
153
$1.87M 0.05%
4,344
-323
154
$1.83M 0.05%
33,995
-3,070
155
$1.79M 0.05%
26,738
-7,971
156
$1.66M 0.05%
7,608
-21
157
$1.65M 0.05%
29,993
-150
158
$1.64M 0.05%
36,280
-525
159
$1.56M 0.04%
20,846
-24
160
$1.55M 0.04%
+6,112
161
$1.54M 0.04%
6,372
-32
162
$1.54M 0.04%
9,051
163
$1.49M 0.04%
6,237
-77
164
$1.47M 0.04%
18,932
+476
165
$1.44M 0.04%
6,960
-120
166
$1.43M 0.04%
22,507
-567
167
$1.42M 0.04%
5,975
-45
168
$1.39M 0.04%
29,174
-1,804
169
$1.3M 0.04%
4,796
-164
170
$1.28M 0.04%
12,076
+5,721
171
$1.23M 0.03%
12,000
172
$1.2M 0.03%
15,410
173
$1.18M 0.03%
7,994
-290
174
$1.18M 0.03%
11,932
+137
175
$1.16M 0.03%
36,246
-45
5 6
7
8 9