WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.46M
3
+$3.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.08M
5
ADBE icon
Adobe
ADBE
+$2.03M

Top Sells

1
+$20M
2
+$13.2M
3
+$9.11M
4
TFC icon
Truist Financial
TFC
+$6.48M
5
JPM icon
JPMorgan Chase
JPM
+$6.14M

Sector Composition

1 Technology 20.99%
2 Financials 11.36%
3 Healthcare 10.71%
4 Industrials 7.48%
5 Consumer Discretionary 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$517K 0.02%
6,772
-3,050
177
$514K 0.02%
5,896
178
$513K 0.02%
9,999
179
$492K 0.02%
4,009
180
$481K 0.02%
3,276
181
$467K 0.02%
6,613
182
$449K 0.02%
2,707
-3
183
$444K 0.02%
9,714
-201
184
$442K 0.02%
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+10
185
$435K 0.02%
1,308
-1
186
$432K 0.02%
5,353
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187
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1,805
188
$423K 0.02%
3,985
189
$422K 0.02%
100,000
190
$422K 0.02%
3,035
191
$418K 0.02%
2,091
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192
$417K 0.02%
903
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193
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194
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195
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2,970
196
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6,774
197
$392K 0.02%
3,864
198
$391K 0.02%
1,606
199
$387K 0.02%
3,455
200
$380K 0.02%
4,502
-100
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8
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