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
$2.1B
AUM Growth
-$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$7.07M
3
+$6.47M
4
ADBE icon
Adobe
ADBE
+$5.66M
5
SPGI icon
S&P Global
SPGI
+$5.49M

Top Sells

1
+$13.7M
2
+$7.52M
3
+$7.35M
4
CVX icon
Chevron
CVX
+$7.34M
5
AIG icon
American International
AIG
+$5.03M

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
201
$510K 0.02%
+5,000
202
$468K 0.02%
+2,833
203
$458K 0.02%
+3,218
204
$453K 0.02%
14,000
205
$452K 0.02%
+3,260
206
$439K 0.02%
+8,109
207
$408K 0.02%
11,922
-4,435
208
$401K 0.02%
+1,660
209
$395K 0.02%
+2,616
210
$384K 0.02%
+5,609
211
$373K 0.02%
+4,767
212
$343K 0.02%
+1,477
213
$334K 0.02%
+4,458
214
$326K 0.02%
9,268
-1,251
215
$321K 0.02%
22,430
-390
216
$319K 0.02%
20,224
+1,137
217
$316K 0.02%
+3,160
218
$315K 0.02%
+2,025
219
$311K 0.01%
+3,884
220
$300K 0.01%
+5,576
221
$294K 0.01%
+5,298
222
$278K 0.01%
+6,568
223
$264K 0.01%
11,700
-4,636
224
$264K 0.01%
+3,500
225
$263K 0.01%
12,635
-182,551
7 8
9
10 11