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
176
$791K 0.03%
2,730
177
$789K 0.03%
9,376
178
$776K 0.03%
7,532
-370
179
$768K 0.03%
8,405
-14
180
$766K 0.03%
27,339
+24,808
181
$761K 0.03%
12,836
-687
182
$754K 0.03%
9,773
+600
183
$688K 0.03%
8,841
+1,536
184
$643K 0.02%
2,916
+100
185
$633K 0.02%
11,413
+334
186
$620K 0.02%
4,349
+387
187
$610K 0.02%
19,845
-15
188
$603K 0.02%
7,182
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189
$594K 0.02%
1,904
+460
190
$530K 0.02%
3,378
191
$530K 0.02%
8,486
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192
$522K 0.02%
2,700
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193
$505K 0.02%
4,285
+2,419
194
$504K 0.02%
16,504
+4,357
195
$504K 0.02%
3,406
+455
196
$491K 0.02%
3,386
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197
$487K 0.02%
10,064
+1,200
198
$470K 0.02%
7,058
-407
199
$469K 0.02%
5,622
+2,100
200
$430K 0.02%
1,314