WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.46M
3
+$3.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.08M
5
ADBE icon
Adobe
ADBE
+$2.03M

Top Sells

1
+$20M
2
+$13.2M
3
+$9.11M
4
TFC icon
Truist Financial
TFC
+$6.48M
5
JPM icon
JPMorgan Chase
JPM
+$6.14M

Sector Composition

1 Technology 20.99%
2 Financials 11.36%
3 Healthcare 10.71%
4 Industrials 7.48%
5 Consumer Discretionary 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$369K 0.02%
8,800
202
$366K 0.02%
6,989
203
$363K 0.02%
2,225
204
$361K 0.02%
5,031
-28
205
$351K 0.02%
6,398
+3
206
$350K 0.02%
33,320
207
$342K 0.02%
5,710
+75
208
$335K 0.02%
8,558
209
$333K 0.02%
7,885
210
$332K 0.01%
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-9
211
$331K 0.01%
9,472
+1,419
212
$328K 0.01%
1,022
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213
$313K 0.01%
7,758
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214
$304K 0.01%
1,500
215
$304K 0.01%
3,819
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216
$303K 0.01%
4,690
-36
217
$300K 0.01%
2,050
218
$299K 0.01%
3,400
219
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1,750
-250
220
$291K 0.01%
11,417
221
$290K 0.01%
1,750
222
$290K 0.01%
1,133
-102
223
$284K 0.01%
4,075
224
$283K 0.01%
7,575
-225
225
$282K 0.01%
5,332
-70
7 8
9
10 11