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
$1.58B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$9.99M
3 +$5.56M
4
NEE icon
NextEra Energy
NEE
+$5.5M
5
USB icon
US Bancorp
USB
+$4.42M

Top Sells

1 +$25.1M
2 +$17.6M
3 +$11.2M
4
SNCR icon
Synchronoss Technologies
SNCR
+$9.32M
5
CTSH icon
Cognizant
CTSH
+$6.85M

Sector Composition

1 Financials 17.46%
2 Technology 11.76%
3 Healthcare 11.61%
4 Industrials 9.05%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$20.1M 1.27%
186,096
-6,528
27
$19.9M 1.26%
337,873
-12,706
28
$19.8M 1.25%
321,924
-4,364
29
$19.6M 1.24%
62,656
+8,638
30
$19.1M 1.21%
225,257
-5,628
31
$18.9M 1.2%
128,930
+1,766
32
$18.6M 1.18%
594,100
-2,864
33
$18.6M 1.18%
230,844
-1,161
34
$18.2M 1.15%
422,286
-5,964
35
$17.4M 1.1%
222,570
-2,902
36
$16.9M 1.07%
136,082
-4,662
37
$16.7M 1.06%
93,436
-470
38
$16.7M 1.06%
151,330
+10,120
39
$16.5M 1.05%
151,981
-5,019
40
$16.3M 1.03%
247,447
+25,088
41
$15M 0.95%
314,450
+1
42
$14.7M 0.93%
302,049
+5,142
43
$14.4M 0.91%
230,570
-1,181
44
$14.1M 0.9%
182,137
+396
45
$13.5M 0.86%
108,714
+2,402
46
$13.3M 0.84%
118,898
-1,023
47
$12.6M 0.8%
117,220
+4,477
48
$11.8M 0.75%
30,716
+4,215
49
$11.4M 0.73%
95,506
+14,783
50
$11.3M 0.72%
+268,866