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
$2.15B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$25.3M
3
+$17.9M
4
J icon
Jacobs Solutions
J
+$11.6M
5
BA icon
Boeing
BA
+$10.3M

Top Sells

1
+$9.4M
2
+$5.67M
3
+$4.68M
4
SBUX icon
Starbucks
SBUX
+$4.66M
5
VZ icon
Verizon
VZ
+$3.97M

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
1
$85.8M 4%
660,551
-43,635
2
$85.2M 3.97%
222,760
+101,169
3
$69.2M 3.22%
1,026,049
-34,297
4
$61.5M 2.87%
352,837
-3,931
5
$60.3M 2.81%
109,553
-4,394
6
$55.9M 2.6%
232,976
-15,009
7
$54.1M 2.52%
260,188
-10,705
8
$49.2M 2.29%
140,004
+72,105
9
$48.2M 2.24%
359,179
-14,724
10
$46.2M 2.15%
219,581
+2,197
11
$45.2M 2.11%
102,087
+10,386
12
$41.5M 1.93%
470,144
-25,383
13
$38.8M 1.81%
122,981
-4,033
14
$37.9M 1.76%
450,711
-34,391
15
$33M 1.54%
996,638
-61,965
16
$32.7M 1.52%
692,262
+9,698
17
$32.2M 1.5%
129,655
-5,851
18
$30.5M 1.42%
122,423
-4,918
19
$30.3M 1.41%
542,700
-32,380
20
$27.2M 1.27%
325,405
-10,520
21
$26.3M 1.22%
242,629
+21,045
22
$23.3M 1.09%
131,945
-4,707
23
$23.2M 1.08%
86,814
-3,561
24
$22.5M 1.05%
241,648
-12,856
25
$21.9M 1.02%
106,981
-6,232
1
2 3 4 5