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
176
$1.14M 0.03%
9,526
-398
177
$1.1M 0.03%
4,156
-33
178
$1.04M 0.03%
19,074
+314
179
$1.01M 0.03%
11,038
+121
180
$984K 0.03%
11,965
-204
181
$975K 0.03%
8,475
+120
182
$931K 0.03%
2,570
183
$912K 0.03%
18,767
+2,798
184
$905K 0.03%
5,460
-80
185
$891K 0.03%
11,143
-2,881
186
$860K 0.02%
8,043
187
$817K 0.02%
15,842
-160
188
$816K 0.02%
6,100
-213
189
$809K 0.02%
3,378
190
$793K 0.02%
9,689
+1,204
191
$793K 0.02%
2,774
-88
192
$789K 0.02%
9,709
193
$782K 0.02%
3,406
+100
194
$775K 0.02%
7,967
+2,050
195
$765K 0.02%
20,265
+420
196
$753K 0.02%
1,882
+32
197
$722K 0.02%
9,328
-83
198
$674K 0.02%
4,711
+53
199
$656K 0.02%
9,142
-532
200
$652K 0.02%
20,371
+795
6 7
8
9 10