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
$1.52B
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$14.8M
3
+$9.4M
4
DD icon
DuPont de Nemours
DD
+$6.93M
5
DFS
Discover Financial Services
DFS
+$6.08M

Top Sells

1
+$22.3M
2
+$16.8M
3
+$6.49M
4
TGT icon
Target
TGT
+$6.35M
5
SMG icon
ScottsMiracle-Gro
SMG
+$5.51M

Sector Composition

1 Financials 14.9%
2 Technology 14.06%
3 Healthcare 13.7%
4 Industrials 10.4%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.3M 0.68%
92,259
-2,166
52
$10.3M 0.68%
232,920
-3,736
53
$10.1M 0.66%
92,490
-401
54
$9.58M 0.63%
199,383
+14,928
55
$9.4M 0.62%
+176,804
56
$9.32M 0.61%
116,206
-3,242
57
$9.27M 0.61%
26,797
-824
58
$9M 0.59%
133,879
-5,431
59
$8.47M 0.56%
54,470
-6,837
60
$8.14M 0.54%
120,873
-4,861
61
$8.06M 0.53%
84,249
-382
62
$7.84M 0.52%
105,016
-7,152
63
$7.71M 0.51%
50,228
+2,473
64
$7.53M 0.5%
159,199
+117
65
$7.49M 0.49%
315,876
-7,426
66
$7.48M 0.49%
77,213
-2,806
67
$7.48M 0.49%
77,307
-2,482
68
$7.43M 0.49%
71,979
+67,149
69
$7.41M 0.49%
523,150
-14,555
70
$7.22M 0.48%
103,368
+4,151
71
$7.12M 0.47%
51,304
+1,796
72
$6.7M 0.44%
134,308
+239
73
$6.67M 0.44%
444,230
+1,978
74
$6.66M 0.44%
89,870
+3,932
75
$6.61M 0.44%
119,166
-3,324
1 2
3
4 5