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
$1.33B
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
AMZN icon
Amazon
AMZN
+$12M
5
GILD icon
Gilead Sciences
GILD
+$8.73M

Top Sells

1
+$22.8M
2
+$20.1M
3
+$13.9M
4
IBM icon
IBM
IBM
+$12.9M
5
NUE icon
Nucor
NUE
+$5.79M

Sector Composition

1 Financials 14.35%
2 Technology 13.99%
3 Healthcare 13.34%
4 Industrials 11%
5 Energy 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.3M 0.77%
387,965
-8,018
52
$9.68M 0.73%
236,094
+5,460
53
$9.39M 0.71%
308,022
+179,980
54
$9.36M 0.7%
86,728
-2,733
55
$9.27M 0.7%
94,556
+1,103
56
$9.03M 0.68%
133,124
-1,441
57
$8.84M 0.66%
28,103
+354
58
$8.73M 0.66%
+123,207
59
$8.44M 0.63%
+120,888
60
$7.82M 0.59%
159,360
+98,495
61
$7.61M 0.57%
261,790
+6,363
62
$7.56M 0.57%
113,102
+2,460
63
$7.53M 0.57%
77,277
+4,910
64
$7.44M 0.56%
311,666
-13,544
65
$7.1M 0.53%
100,595
-7,124
66
$7.07M 0.53%
150,465
+4,603
67
$6.91M 0.52%
134,372
+4,016
68
$6.66M 0.5%
180,311
+2,025
69
$6.64M 0.5%
76,367
+3,035
70
$6.25M 0.47%
62,943
-765
71
$6.2M 0.47%
98,241
-5,554
72
$6.17M 0.46%
79,993
+4,039
73
$6.01M 0.45%
385,042
+21,771
74
$5.79M 0.44%
108,277
+3,469
75
$5.71M 0.43%
188,231
+10,047
1 2
3
4 5