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
$1.46B
AUM Growth
+$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.83M
3
+$5.43M
4
BA icon
Boeing
BA
+$5.06M
5
INTC icon
Intel
INTC
+$5.05M

Top Sells

1
+$12.5M
2
+$6.45M
3
+$5.05M
4
QCOM icon
Qualcomm
QCOM
+$4.84M
5
TPR icon
Tapestry
TPR
+$4.76M

Sector Composition

1 Financials 14.86%
2 Healthcare 14.07%
3 Technology 13.13%
4 Industrials 11.69%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.4M 1.34%
640,383
-8,971
27
$19M 1.31%
312,651
+1,303
28
$18.3M 1.25%
245,582
-65,169
29
$17.2M 1.18%
225,925
-416
30
$16.9M 1.16%
151,460
+1,739
31
$16.9M 1.16%
349,521
+504
32
$16.4M 1.13%
225,924
+4,122
33
$16.4M 1.12%
83,271
-231
34
$16.3M 1.12%
198,531
-406
35
$15.4M 1.06%
146,925
-2,634
36
$14.9M 1.02%
343,570
-58,259
37
$14.2M 0.98%
151,105
+1,868
38
$13.8M 0.95%
113,998
+5,721
39
$13.3M 0.91%
120,300
-1,556
40
$12.8M 0.88%
134,944
+962
41
$12.7M 0.87%
194,287
-6,116
42
$12.7M 0.87%
139,694
+2,902
43
$12.6M 0.86%
282,785
-20,076
44
$12.6M 0.86%
104,295
-5,459
45
$12.1M 0.83%
115,540
+786
46
$11.9M 0.82%
769,740
-40,040
47
$11.3M 0.78%
161,631
-2,035
48
$11.3M 0.78%
428,513
+396,746
49
$10.9M 0.75%
235,382
+1,202
50
$10.9M 0.75%
97,444
-5,595
1
2
3 4 5