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
$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
1
$159M 4.48%
1,159,149
-21,551
2
$121M 3.41%
703,320
-7,800
3
$113M 3.19%
388,436
-12,316
4
$102M 2.89%
438,045
-6,543
5
$81.3M 2.29%
354,617
-1,318
6
$80.5M 2.27%
658,980
-10,900
7
$79M 2.23%
996,741
+5,488
8
$76.5M 2.16%
282,493
-2,802
9
$66.2M 1.87%
190,509
-278
10
$64.5M 1.82%
127,878
-3,497
11
$63.8M 1.8%
263,388
-2,752
12
$63.6M 1.79%
409,142
+1,089
13
$60M 1.69%
140,111
-1,716
14
$54.5M 1.54%
225,243
-1,242
15
$46.8M 1.32%
373,720
+1,020
16
$46.5M 1.31%
264,497
+2,986
17
$45M 1.27%
141,358
-4,572
18
$43.4M 1.22%
182,873
-709
19
$42.8M 1.21%
134,179
-647
20
$42.6M 1.2%
86,772
+6,415
21
$42.4M 1.2%
1,027,815
-2,446
22
$42M 1.18%
679,014
-642
23
$41.4M 1.17%
263,224
-2,361
24
$39.9M 1.12%
269,005
+916
25
$37.9M 1.07%
132,181
-2,863
1
2 3 4 5