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
$1.46B
AUM Growth
+$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.83M
3
+$5.43M
4
BA icon
Boeing
BA
+$5.06M
5
INTC icon
Intel
INTC
+$5.05M

Top Sells

1
+$12.5M
2
+$6.45M
3
+$5.05M
4
QCOM icon
Qualcomm
QCOM
+$4.84M
5
TPR icon
Tapestry
TPR
+$4.76M

Sector Composition

1 Financials 14.86%
2 Healthcare 14.07%
3 Technology 13.13%
4 Industrials 11.69%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.8M 0.75%
427,389
+24,084
52
$10.7M 0.74%
360,306
-24,384
53
$10.3M 0.7%
347,096
+14,218
54
$9.94M 0.68%
27,812
-243
55
$9.88M 0.68%
118,489
-13,430
56
$9.85M 0.68%
64,193
-25,809
57
$9.83M 0.68%
+125,956
58
$8.99M 0.62%
137,391
+857
59
$8.9M 0.61%
80,064
+607
60
$8.87M 0.61%
80,511
-1,714
61
$8.77M 0.6%
127,624
+5,403
62
$8.29M 0.57%
322,403
-22,439
63
$8.21M 0.56%
101,341
-606
64
$7.87M 0.54%
70,155
-16,079
65
$7.73M 0.53%
84,689
+3,612
66
$7.59M 0.52%
161,335
-2,522
67
$7.43M 0.51%
155,423
+1,778
68
$7.39M 0.51%
119,726
+1,745
69
$7.32M 0.5%
324,368
+5,826
70
$7.3M 0.5%
203,333
+2,010
71
$7.19M 0.49%
94,747
+1,661
72
$7.11M 0.49%
196,012
+139,274
73
$7.07M 0.49%
538,894
+11,390
74
$7.07M 0.49%
150,112
+11,681
75
$7M 0.48%
96,664
+27,190
1 2
3
4 5