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
-$80K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$6.28M
3
+$5.83M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.93M
5
CMCSA icon
Comcast
CMCSA
+$1.79M

Top Sells

1
+$6.87M
2
+$5.93M
3
+$5.66M
4
AAPL icon
Apple
AAPL
+$2.02M
5
CVX icon
Chevron
CVX
+$1.71M

Sector Composition

1 Financials 14.34%
2 Healthcare 13.86%
3 Technology 13.59%
4 Industrials 11.36%
5 Energy 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.2M 0.82%
163,666
-559
52
$10.9M 0.8%
234,180
-5,301
53
$10.7M 0.79%
403,305
+389
54
$10.5M 0.77%
344,842
+29,941
55
$10.3M 0.75%
86,234
-14,309
56
$9.62M 0.71%
131,919
-1,939
57
$9.34M 0.68%
332,878
+9,619
58
$9.21M 0.68%
28,055
-335
59
$8.97M 0.66%
82,225
-2,002
60
$8.2M 0.6%
163,857
+8,140
61
$8.12M 0.59%
122,221
+5,466
62
$7.89M 0.58%
136,534
+838
63
$7.81M 0.57%
79,457
+200
64
$7.61M 0.56%
266,075
-536
65
$7.59M 0.56%
153,645
-293
66
$7.52M 0.55%
318,542
-1,882
67
$7.38M 0.54%
117,981
+1,341
68
$7.33M 0.54%
101,947
-565
69
$7.21M 0.53%
183,554
-1,254
70
$6.94M 0.51%
81,077
+1,867
71
$6.53M 0.48%
65,921
+493
72
$6.28M 0.46%
+138,431
73
$6.24M 0.46%
421,687
+8,805
74
$6.23M 0.46%
159,786
+14,413
75
$6.12M 0.45%
201,323
+5,780
1 2
3
4 5