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
$2.71B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1 +$28.4M
2 +$21.6M
3 +$9.7M
4
J icon
Jacobs Solutions
J
+$5.72M
5
BKNG icon
Booking.com
BKNG
+$3.12M

Top Sells

1 +$27.3M
2 +$9.91M
3 +$5.41M
4
PYPL icon
PayPal
PYPL
+$3.29M
5
KSU
Kansas City Southern
KSU
+$2.88M

Sector Composition

1 Technology 18.87%
2 Financials 13.43%
3 Healthcare 12.42%
4 Consumer Discretionary 12.38%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$424K 0.02%
1,255
-45
202
$415K 0.02%
3,994
203
$410K 0.02%
8,711
+965
204
$409K 0.02%
7,541
+3,066
205
$408K 0.02%
100
206
$402K 0.01%
6,501
+395
207
$400K 0.01%
14,025
+8,143
208
$396K 0.01%
7,465
+2,560
209
$382K 0.01%
1,805
+200
210
$375K 0.01%
14,000
211
$362K 0.01%
3,127
+900
212
$342K 0.01%
21,677
+7,037
213
$340K 0.01%
+2,307
214
$325K 0.01%
20,839
+82
215
$313K 0.01%
1,372
+19
216
$312K 0.01%
24,350
+19,150
217
$311K 0.01%
6,389
218
$305K 0.01%
3,776
219
$294K 0.01%
8,991
-576
220
$293K 0.01%
1,768
-36
221
$291K 0.01%
9,925
+5,785
222
$291K 0.01%
1,444
+1,077
223
$288K 0.01%
2,077
224
$279K 0.01%
7,733
225
$277K 0.01%
12,782
-3,332