WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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 +$23.8M
2 +$10.7M
3 +$9.92M
4
SPGI icon
S&P Global
SPGI
+$6.15M
5
ADBE icon
Adobe
ADBE
+$6.08M

Top Sells

1 +$25.2M
2 +$10.9M
3 +$10M
4
BKNG icon
Booking.com
BKNG
+$9.59M
5
AIG icon
American International
AIG
+$8.89M

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%
+10,596
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