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
$1.87B
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.55M
3
+$8.14M
4
UBER icon
Uber
UBER
+$7.99M
5
DD icon
DuPont de Nemours
DD
+$6.11M

Top Sells

1
+$21.2M
2
+$16.7M
3
+$3.9M
4
SLB icon
SLB Ltd
SLB
+$3.89M
5
OXY icon
Occidental Petroleum
OXY
+$3.46M

Sector Composition

1 Financials 16.9%
2 Technology 15.95%
3 Consumer Discretionary 10.27%
4 Healthcare 9.72%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.3M 1.03%
104,094
-2,653
27
$18.9M 1.01%
281,394
-2,409
28
$18.7M 1%
641,702
+25,028
29
$17.6M 0.94%
196,861
-1,208
30
$17.3M 0.93%
337,882
-2,183
31
$16.9M 0.9%
123,236
+2,206
32
$16.4M 0.88%
183,053
+15,824
33
$16.4M 0.88%
124,069
-591
34
$16.1M 0.86%
111,377
+2,108
35
$16M 0.86%
546,300
+76,540
36
$15.1M 0.81%
130,199
+437
37
$14.8M 0.79%
85,505
+437
38
$14.6M 0.78%
73,086
-1,181
39
$14.5M 0.78%
66,431
-277
40
$14.4M 0.77%
110,624
+1,589
41
$14.3M 0.77%
88,338
-964
42
$13.9M 0.74%
95,791
-2,052
43
$13.9M 0.74%
240,409
-361
44
$13.8M 0.74%
29,988
-317
45
$13.7M 0.73%
305,124
+97,858
46
$13.6M 0.73%
204,690
+3,959
47
$13.4M 0.72%
23,717
+84
48
$13.3M 0.71%
197,267
-50,372
49
$13M 0.7%
61,437
+2,006
50
$12.3M 0.66%
108,793
+3,180
1
2
3 4 5