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
$2.71B
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
1
$144M 5.34%
1,247,041
-85,567
2
$114M 4.21%
724,740
-34,360
3
$90.3M 3.34%
451,678
-4,369
4
$85.9M 3.17%
436,094
-16,718
5
$61.6M 2.28%
139,611
-1,043
6
$61.2M 2.26%
290,815
-4,496
7
$51.7M 1.91%
345,350
-5,926
8
$50.4M 1.86%
192,412
-1,823
9
$49.8M 1.84%
680,080
-780
10
$49.7M 1.83%
865,409
-14,202
11
$48.4M 1.79%
144,426
-81,489
12
$43.3M 1.6%
231,346
-2,523
13
$41.8M 1.54%
265,180
-37
14
$41.6M 1.54%
183,321
+95,240
15
$39.9M 1.47%
414,484
-2,310
16
$37.4M 1.38%
134,738
-1,312
17
$37.4M 1.38%
127,210
-2,441
18
$35.8M 1.32%
258,038
+4,686
19
$34M 1.25%
155,632
-987
20
$33.1M 1.22%
142,300
-2,750
21
$32M 1.18%
257,785
+2,112
22
$28.4M 1.05%
696,840
-744
23
$28.4M 1.05%
92,274
+92,217
24
$28.1M 1.04%
327,349
-924
25
$27.4M 1.01%
113,151
-1,503
1
2 3 4 5