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
$1.52B
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$14.8M
3
+$9.4M
4
DD icon
DuPont de Nemours
DD
+$6.93M
5
DFS
Discover Financial Services
DFS
+$6.08M

Top Sells

1
+$22.3M
2
+$16.8M
3
+$6.49M
4
TGT icon
Target
TGT
+$6.35M
5
SMG icon
ScottsMiracle-Gro
SMG
+$5.51M

Sector Composition

1 Financials 14.9%
2 Technology 14.06%
3 Healthcare 13.7%
4 Industrials 10.4%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.1M 1.32%
231,608
+4,509
27
$20.1M 1.32%
235,651
+2,116
28
$20M 1.32%
97,275
-10,538
29
$18.9M 1.24%
+45,896
30
$18.9M 1.24%
84,047
-60
31
$18.8M 1.24%
160,378
+3,811
32
$18.4M 1.21%
158,929
+3,962
33
$18M 1.19%
197,681
-1,370
34
$17.8M 1.17%
354,870
+2,576
35
$17.5M 1.15%
806,660
+7,000
36
$17.5M 1.15%
87,552
+1,610
37
$15.8M 1.04%
142,095
-2,016
38
$15M 0.99%
554,520
+26,595
39
$14.8M 0.98%
+180,082
40
$14.3M 0.94%
112,495
-3,642
41
$14.1M 0.93%
127,572
+1,156
42
$13.7M 0.91%
294,003
+6,945
43
$13.6M 0.9%
158,403
+7,526
44
$12.5M 0.82%
109,389
+2,510
45
$12.1M 0.8%
129,566
-3,945
46
$11.8M 0.78%
378,107
+6,981
47
$11.4M 0.75%
358,746
+991
48
$11M 0.72%
112,665
-3,583
49
$10.8M 0.71%
402,174
-9,362
50
$10.6M 0.7%
135,207
-5,163
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