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
176
$515K 0.02%
12,175
+175
177
$513K 0.02%
9,822
+44
178
$497K 0.02%
9,999
179
$471K 0.02%
33,320
180
$468K 0.02%
6,613
181
$461K 0.02%
100
182
$459K 0.02%
3,276
183
$453K 0.02%
9,901
-1
184
$443K 0.02%
3,035
185
$437K 0.02%
1,805
186
$431K 0.02%
4,755
+1,500
187
$420K 0.02%
3,985
188
$409K 0.02%
1,235
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189
$409K 0.02%
9,915
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190
$406K 0.02%
3,455
+2,000
191
$404K 0.02%
42,609
-56,254
192
$403K 0.02%
2,710
193
$403K 0.02%
5,387
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194
$402K 0.02%
3,864
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195
$401K 0.02%
2,012
-52
196
$395K 0.02%
6,774
197
$390K 0.02%
4,009
+1,270
198
$382K 0.02%
15,852
199
$365K 0.02%
5,635
200
$360K 0.02%
4,602