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
$1.36B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.21M
3
+$2.47M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.99M
5
CELG
Celgene Corp
CELG
+$1.97M

Top Sells

1
+$12.2M
2
+$6.08M
3
+$4.78M
4
NOV icon
NOV
NOV
+$2.51M
5
CVS icon
CVS Health
CVS
+$947K

Sector Composition

1 Technology 14.17%
2 Financials 13.57%
3 Healthcare 13.26%
4 Industrials 11.68%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.5M 1.43%
356,648
+2,468
27
$19M 1.39%
160,486
-1,454
28
$18.4M 1.35%
110,100
+380
29
$17M 1.25%
462,697
-4,725
30
$16.5M 1.21%
200,105
-30,452
31
$16.4M 1.21%
221,517
+7,243
32
$15.4M 1.13%
88,638
+2,396
33
$15M 1.1%
197,646
+811
34
$14.8M 1.08%
398,205
-226
35
$14.2M 1.04%
128,289
+1,502
36
$13.9M 1.02%
83,000
+2,589
37
$13.6M 1%
69,644
+387
38
$13.5M 0.99%
106,957
+1,095
39
$13.1M 0.96%
100,543
+836
40
$13M 0.95%
372,901
+19,508
41
$12.9M 0.94%
791,740
+69,000
42
$12.3M 0.91%
143,797
+22,909
43
$12.3M 0.9%
367,963
+4,424
44
$12.3M 0.9%
151,535
+2,019
45
$12.2M 0.89%
146,891
+23,684
46
$12.1M 0.89%
115,964
-428
47
$12.1M 0.89%
135,214
+2,283
48
$11.9M 0.87%
103,379
-273
49
$11.4M 0.84%
+314,901
50
$11M 0.81%
292,336
-2,648
1
2
3 4 5