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
1
$107M 4.84%
650,886
-9,665
2
$94.7M 4.26%
231,221
+8,461
3
$71.3M 3.21%
1,020,363
-5,686
4
$66.3M 2.99%
229,936
-3,040
5
$63M 2.84%
352,882
+45
6
$62.3M 2.81%
108,169
-1,384
7
$58M 2.61%
257,419
-2,769
8
$55.7M 2.51%
148,203
+8,199
9
$48.9M 2.2%
471,380
+1,236
10
$48.8M 2.2%
216,809
-2,772
11
$48.1M 2.17%
104,924
+2,837
12
$47.3M 2.13%
457,937
+7,226
13
$40.7M 1.83%
312,037
-47,142
14
$36.1M 1.62%
122,171
-810
15
$33.9M 1.53%
528,260
-14,440
16
$31.7M 1.43%
128,750
-905
17
$26.2M 1.18%
247,935
+5,306
18
$25M 1.12%
323,745
-1,660
19
$24.7M 1.11%
86,562
-252
20
$24.6M 1.11%
246,408
-3,748
21
$24.3M 1.09%
848,665
-147,973
22
$24.1M 1.09%
867,630
-21,770
23
$23.9M 1.08%
688,852
-3,410
24
$21.5M 0.97%
109,204
-1,340
25
$21.4M 0.96%
117,259
+1,342
1
2 3 4 5