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
$1.39B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.03M
3
+$5.64M
4
WHR icon
Whirlpool
WHR
+$4.13M
5
MMM icon
3M
MMM
+$3.53M

Top Sells

1
+$19.8M
2
+$8.36M
3
+$6.03M
4
INTC icon
Intel
INTC
+$4.61M
5
EMR icon
Emerson Electric
EMR
+$4.36M

Sector Composition

1 Financials 15.91%
2 Technology 14.05%
3 Healthcare 13.83%
4 Industrials 9.36%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.89M 0.71%
372,797
-5,310
52
$9.86M 0.71%
89,058
-3,201
53
$9.79M 0.71%
397,968
-4,206
54
$9.27M 0.67%
115,385
-821
55
$9.04M 0.65%
65,215
+10,745
56
$9.03M 0.65%
+33,230
57
$8.07M 0.58%
202,262
+2,879
58
$7.98M 0.58%
67,304
+29,807
59
$7.85M 0.57%
103,944
-1,072
60
$7.82M 0.56%
26,280
-517
61
$7.64M 0.55%
77,456
+243
62
$7.54M 0.54%
76,787
-520
63
$7.48M 0.54%
83,846
-403
64
$7.21M 0.52%
132,526
-1,353
65
$7.1M 0.51%
51,336
+1,108
66
$7.06M 0.51%
53,904
+2,600
67
$7.04M 0.51%
523,864
+714
68
$6.79M 0.49%
315,044
-832
69
$6.74M 0.49%
107,544
-13,329
70
$6.5M 0.47%
105,425
+3,116
71
$6.39M 0.46%
76,863
+892
72
$6.31M 0.46%
152,772
-6,427
73
$6.14M 0.44%
60,101
+3,962
74
$6.03M 0.44%
90,128
+258
75
$5.9M 0.43%
69,006
-2,973
1 2
3
4 5