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
-$80K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$6.28M
3
+$5.83M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.93M
5
CMCSA icon
Comcast
CMCSA
+$1.79M

Top Sells

1
+$6.87M
2
+$5.93M
3
+$5.66M
4
AAPL icon
Apple
AAPL
+$2.02M
5
CVX icon
Chevron
CVX
+$1.71M

Sector Composition

1 Financials 14.34%
2 Healthcare 13.86%
3 Technology 13.59%
4 Industrials 11.36%
5 Energy 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.9M 1.24%
226,341
+4,824
27
$16.7M 1.22%
193,739
-1,396
28
$16.5M 1.21%
500,089
+37,392
29
$16.3M 1.2%
90,002
+1,364
30
$16.2M 1.19%
401,829
+3,624
31
$16.2M 1.18%
349,017
-122,232
32
$16.1M 1.18%
109,754
-346
33
$15.9M 1.16%
149,237
+2,346
34
$15.4M 1.13%
83,502
+502
35
$15.3M 1.12%
200,403
+298
36
$15.1M 1.1%
198,937
+1,291
37
$14.2M 1.04%
149,721
+5,924
38
$13.7M 1.01%
149,559
-1,976
39
$13.7M 1%
384,690
+11,789
40
$13.6M 1%
+221,802
41
$13.5M 0.99%
68,523
-1,121
42
$13.4M 0.98%
121,856
-6,433
43
$13.3M 0.97%
108,277
+1,320
44
$13.1M 0.96%
809,780
+18,040
45
$12.5M 0.92%
358,494
-9,469
46
$12.5M 0.91%
133,982
-1,232
47
$12.2M 0.9%
114,754
-1,210
48
$11.5M 0.85%
103,039
-340
49
$11.5M 0.84%
136,792
-560
50
$11.3M 0.83%
302,861
+10,525
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