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
$2.15B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$25.3M
3
+$17.9M
4
J icon
Jacobs Solutions
J
+$11.6M
5
BA icon
Boeing
BA
+$10.3M

Top Sells

1
+$9.4M
2
+$5.67M
3
+$4.68M
4
SBUX icon
Starbucks
SBUX
+$4.66M
5
VZ icon
Verizon
VZ
+$3.97M

Sector Composition

1 Technology 18.61%
2 Financials 13.45%
3 Healthcare 11.52%
4 Industrials 8.62%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$783K 0.04%
6,638
-796
152
$767K 0.04%
6,734
153
$730K 0.03%
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154
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8,896
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155
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7,134
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156
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2,317
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157
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7,412
158
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6,693
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159
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9,236
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160
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2,548
161
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162
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163
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-378
164
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13,050
+12,930
165
$639K 0.03%
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166
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167
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168
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169
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170
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171
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12,187
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172
$559K 0.03%
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173
$556K 0.03%
1,019
-3
174
$551K 0.03%
6,988
-1,250
175
$523K 0.02%
12,741
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