WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.15B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1 +$38.9M
2 +$25.5M
3 +$17.7M
4
J icon
Jacobs Solutions
J
+$11.5M
5
BA icon
Boeing
BA
+$8.85M

Top Sells

1 +$8.87M
2 +$6.24M
3 +$4.54M
4
SBUX icon
Starbucks
SBUX
+$4.43M
5
VZ icon
Verizon
VZ
+$3.79M

Sector Composition

1 Technology 18.61%
2 Financials 13.45%
3 Healthcare 11.52%
4 Industrials 8.62%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$357K 0.02%
100,000
202
$354K 0.02%
1,606
-375
203
$353K 0.02%
6,989
204
$351K 0.02%
3,782
-13
205
$347K 0.02%
12,091
+186
206
$346K 0.02%
2,970
207
$343K 0.02%
7,885
208
$340K 0.02%
4,726
+46
209
$330K 0.02%
8,458
-3,882
210
$327K 0.02%
2,225
211
$322K 0.02%
6,395
-322
212
$321K 0.01%
3,378
213
$316K 0.01%
1,309
214
$312K 0.01%
2,050
-944
215
$310K 0.01%
8,558
216
$292K 0.01%
1,500
217
$291K 0.01%
4,075
218
$285K 0.01%
2,000
219
$284K 0.01%
3,750
-500
220
$283K 0.01%
1,805
-177
221
$277K 0.01%
11,417
222
$277K 0.01%
4,867
+360
223
$270K 0.01%
7,800
-3,000
224
$269K 0.01%
5,402
225
$267K 0.01%
8,800