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
$3.55B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.46M
3
+$5.47M
4
GMED icon
Globus Medical
GMED
+$5.03M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.35M

Top Sells

1
+$6.82M
2
+$6.69M
3
+$3.64M
4
PYPL icon
PayPal
PYPL
+$3.59M
5
AAPL icon
Apple
AAPL
+$2.95M

Sector Composition

1 Technology 18.15%
2 Financials 14.42%
3 Healthcare 11.86%
4 Consumer Discretionary 10.54%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$616K 0.02%
1,622
-7
202
$601K 0.02%
3,130
-84
203
$583K 0.02%
1,596
-3
204
$577K 0.02%
81,432
205
$572K 0.02%
6,989
206
$559K 0.02%
3,627
-178
207
$526K 0.01%
7,935
+120
208
$520K 0.01%
8,221
+156
209
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2,088
210
$504K 0.01%
14,000
211
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7,261
-38
212
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100
213
$489K 0.01%
4,250
-141
214
$488K 0.01%
1,702
215
$487K 0.01%
27,723
-388,269
216
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2,876
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217
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100,000
-100,000
218
$460K 0.01%
4,739
219
$458K 0.01%
18,977
-1,415
220
$458K 0.01%
3,210
+1,650
221
$456K 0.01%
1,313
222
$455K 0.01%
3,885
223
$441K 0.01%
8,415
+2,875
224
$438K 0.01%
10,909
-68
225
$437K 0.01%
7,161
-25
7 8
9
10 11