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
$1.51B
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$8.24M
3
+$6.38M
4
MDT icon
Medtronic
MDT
+$5.88M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.35M

Top Sells

1
+$15.3M
2
+$12.7M
3
+$8.29M
4
BAX icon
Baxter International
BAX
+$5.31M
5
CAT icon
Caterpillar
CAT
+$4.68M

Sector Composition

1 Healthcare 15%
2 Financials 14.02%
3 Technology 12.55%
4 Industrials 10.62%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.7M 0.71%
94,425
-3,019
52
$10.4M 0.69%
92,891
+12,380
53
$10.2M 0.68%
119,448
+959
54
$10.1M 0.67%
411,536
-15,853
55
$10.1M 0.67%
27,621
-191
56
$9.62M 0.64%
236,656
+1,274
57
$9.46M 0.63%
112,168
+10,827
58
$9.41M 0.62%
61,307
-2,886
59
$8.91M 0.59%
184,455
+23,120
60
$8.59M 0.57%
125,734
-1,890
61
$8.16M 0.54%
139,310
+1,919
62
$7.91M 0.52%
323,302
-1,066
63
$7.89M 0.52%
84,631
-58
64
$7.76M 0.52%
80,019
-45
65
$7.72M 0.51%
537,705
-1,189
66
$7.63M 0.51%
47,755
+7,404
67
$7.62M 0.51%
92,779
-1,968
68
$7.47M 0.5%
79,789
+2,377
69
$7.44M 0.49%
159,082
+8,970
70
$7.43M 0.49%
49,508
+2,651
71
$7.32M 0.49%
99,217
+2,553
72
$7.14M 0.47%
442,252
-99
73
$7.05M 0.47%
67,155
-3,000
74
$6.97M 0.46%
200,215
-3,118
75
$6.93M 0.46%
122,490
+2,764
1 2
3
4 5