WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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 +$23.8M
2 +$10.7M
3 +$9.92M
4
SPGI icon
S&P Global
SPGI
+$6.15M
5
ADBE icon
Adobe
ADBE
+$6.08M

Top Sells

1 +$25.2M
2 +$10.9M
3 +$10M
4
BKNG icon
Booking.com
BKNG
+$9.59M
5
AIG icon
American International
AIG
+$8.89M

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%
+14,980
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