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
$1.36B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.21M
3
+$2.47M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.99M
5
CELG
Celgene Corp
CELG
+$1.97M

Top Sells

1
+$12.2M
2
+$6.08M
3
+$4.78M
4
NOV icon
NOV
NOV
+$2.51M
5
CVS icon
CVS Health
CVS
+$947K

Sector Composition

1 Technology 14.17%
2 Financials 13.57%
3 Healthcare 13.26%
4 Industrials 11.68%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.8M 0.79%
137,352
+1,286
52
$10.8M 0.79%
402,916
+14,951
53
$10.2M 0.75%
164,225
+2,924
54
$9.99M 0.73%
239,481
+3,387
55
$9.76M 0.71%
96,839
+2,283
56
$9.32M 0.68%
133,858
+734
57
$9.21M 0.68%
84,227
-2,501
58
$9.1M 0.67%
323,259
+15,237
59
$9.07M 0.66%
28,390
+287
60
$8.14M 0.6%
79,257
+1,980
61
$8.05M 0.59%
155,717
-3,643
62
$7.92M 0.58%
153,938
+3,473
63
$7.85M 0.58%
184,808
+4,497
64
$7.85M 0.58%
266,611
+4,821
65
$7.82M 0.57%
320,424
+8,758
66
$7.74M 0.57%
116,755
+18,514
67
$7.74M 0.57%
116,640
+3,538
68
$7.67M 0.56%
102,512
+1,917
69
$7.66M 0.56%
135,696
+1,324
70
$7.12M 0.52%
412,882
+27,840
71
$7.11M 0.52%
65,428
+2,485
72
$7.05M 0.52%
79,210
+2,843
73
$6.3M 0.46%
195,543
+7,312
74
$6.21M 0.46%
+514,910
75
$6.12M 0.45%
111,834
+3,557
1 2
3
4 5