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
$1.51B
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$8.24M
3
+$6.38M
4
MDT icon
Medtronic
MDT
+$5.88M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.35M

Top Sells

1
+$15.3M
2
+$12.7M
3
+$8.29M
4
BAX icon
Baxter International
BAX
+$5.31M
5
CAT icon
Caterpillar
CAT
+$4.68M

Sector Composition

1 Healthcare 15%
2 Financials 14.02%
3 Technology 12.55%
4 Industrials 10.62%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.3M 1.28%
231,261
+158,699
27
$19.3M 1.28%
504,433
+3,641
28
$18.9M 1.25%
227,099
+1,174
29
$18.8M 1.25%
352,294
+2,773
30
$18.6M 1.24%
233,535
+7,611
31
$18.4M 1.22%
84,107
+836
32
$18M 1.2%
85,942
+1,517
33
$17.9M 1.19%
154,967
+3,507
34
$17.6M 1.17%
199,051
+520
35
$16.4M 1.09%
144,111
-2,814
36
$15.4M 1.02%
156,567
+5,462
37
$15M 0.99%
345,946
+2,376
38
$14.9M 0.99%
799,660
+29,920
39
$14.6M 0.97%
527,925
+99,412
40
$14.1M 0.94%
126,416
+6,116
41
$13.8M 0.92%
116,137
+2,139
42
$13.1M 0.87%
287,058
+4,273
43
$12.8M 0.85%
133,511
-1,433
44
$12.4M 0.82%
150,877
+24,921
45
$11.8M 0.78%
357,755
+10,659
46
$11.7M 0.78%
116,248
+708
47
$11.5M 0.76%
140,370
+676
48
$11.2M 0.74%
371,126
+10,820
49
$11.2M 0.74%
106,879
+2,584
50
$10.8M 0.72%
158,837
-2,794
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