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
$1.78B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$8.34M
3
+$6.85M
4
SBUX icon
Starbucks
SBUX
+$6.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.07M

Top Sells

1
+$22.5M
2
+$17.7M
3
+$9.51M
4
CVS icon
CVS Health
CVS
+$9.33M
5
HSIC icon
Henry Schein
HSIC
+$4.51M

Sector Composition

1 Financials 18.74%
2 Technology 11.77%
3 Healthcare 9.93%
4 Consumer Discretionary 9.31%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.2M 1.25%
329,219
+5,476
27
$21.6M 1.21%
179,485
+6,881
28
$20.6M 1.16%
362,546
+28,891
29
$20.5M 1.15%
338,106
-377
30
$20.3M 1.15%
97,430
+2,113
31
$20.1M 1.13%
336,953
+4,249
32
$18.9M 1.07%
266,743
-4,751
33
$17.8M 1%
34,637
+1,184
34
$17.7M 1%
602,388
-1,717
35
$17.5M 0.98%
114,323
+5,663
36
$16.7M 0.94%
152,144
+42,902
37
$16.6M 0.93%
151,597
+33,368
38
$16M 0.9%
302,882
+4,210
39
$16M 0.9%
114,256
+3,242
40
$15.8M 0.89%
126,118
+4,137
41
$15.7M 0.88%
216,023
-128,688
42
$15.4M 0.86%
88,932
+4,070
43
$15.1M 0.85%
105,184
+103,338
44
$14.6M 0.82%
169,955
+381
45
$14.3M 0.8%
118,874
-87
46
$14.1M 0.79%
135,085
+361
47
$13.4M 0.75%
67,912
+1,175
48
$13M 0.73%
193,629
-21,613
49
$13M 0.73%
678,503
+12,830
50
$12.9M 0.73%
302,178
+8,642
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