WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
AMZN icon
Amazon
AMZN
+$12M
5
GILD icon
Gilead Sciences
GILD
+$8.73M

Top Sells

1
+$22.8M
2
+$20.1M
3
+$13.9M
4
IBM icon
IBM
IBM
+$12.9M
5
NUE icon
Nucor
NUE
+$5.79M

Sector Composition

1 Financials 14.35%
2 Technology 13.99%
3 Healthcare 13.34%
4 Industrials 11%
5 Energy 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.4M 1.38%
161,940
-13,422
27
$18.1M 1.36%
839,662
-15,816
28
$17.7M 1.33%
354,180
+8,877
29
$17.5M 1.32%
467,422
-33,591
30
$16.2M 1.22%
230,557
-2,851
31
$15.9M 1.19%
86,242
-70,089
32
$15.2M 1.14%
196,835
-214
33
$14.9M 1.12%
+80,411
34
$14.3M 1.08%
214,274
+5,367
35
$13.9M 1.05%
126,787
+28,904
36
$13.3M 1%
353,393
+6,766
37
$13.1M 0.99%
105,862
+1,500
38
$13M 0.97%
69,257
+8,046
39
$12.8M 0.96%
+294,984
40
$12.5M 0.94%
398,431
-10,521
41
$12.2M 0.92%
363,539
+13,591
42
$12.2M 0.91%
722,740
+711,720
43
$12.2M 0.91%
157,957
+11,828
44
$11.9M 0.89%
99,707
-6,272
45
$11.8M 0.89%
149,516
+1,856
46
$11.6M 0.87%
103,652
+3,742
47
$11.4M 0.86%
116,392
+1,513
48
$11.1M 0.83%
132,931
+669
49
$11M 0.82%
136,066
-3,447
50
$10.3M 0.77%
161,301
-1,349
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