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
176
$757K 0.04%
+9,051
177
$754K 0.04%
+14,607
178
$750K 0.04%
+7,897
179
$740K 0.04%
+21,006
180
$726K 0.03%
21,762
+1,504
181
$708K 0.03%
+22,008
182
$693K 0.03%
+4,602
183
$670K 0.03%
+6,706
184
$651K 0.03%
+8,451
185
$645K 0.03%
+6,943
186
$642K 0.03%
+22,305
187
$641K 0.03%
21,899
-618
188
$637K 0.03%
+9,414
189
$629K 0.03%
32,880
190
$618K 0.03%
+9,476
191
$602K 0.03%
+7,490
192
$602K 0.03%
17,220
+1,327
193
$592K 0.03%
41,852
+2,500
194
$561K 0.03%
+14,000
195
$556K 0.03%
+4,199
196
$542K 0.03%
15,952
+500
197
$541K 0.03%
17,573
-2,578
198
$534K 0.03%
+3,660
199
$528K 0.03%
+26,310
200
$521K 0.02%
22,167
-701
6 7
8
9 10