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
$1.58B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.99M
3
+$5.56M
4
NEE icon
NextEra Energy
NEE
+$5.5M
5
USB icon
US Bancorp
USB
+$4.42M

Top Sells

1
+$25.1M
2
+$17.6M
3
+$11.2M
4
SNCR icon
Synchronoss Technologies
SNCR
+$9.32M
5
CTSH icon
Cognizant
CTSH
+$6.85M

Sector Composition

1 Financials 17.46%
2 Technology 11.76%
3 Healthcare 11.61%
4 Industrials 9.05%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.1M 0.71%
93,997
+9,023
52
$11M 0.7%
297,308
-5,564
53
$10.6M 0.67%
327,276
-5,418
54
$10.4M 0.66%
81,356
+4,474
55
$10.3M 0.65%
64,527
-2
56
$10.3M 0.65%
85,383
+382
57
$10.2M 0.65%
99,508
-603
58
$9.99M 0.63%
+5,613
59
$9.58M 0.61%
83,577
-2,519
60
$9.38M 0.59%
567,541
+32,119
61
$9.38M 0.59%
82,718
+9,412
62
$9.2M 0.58%
112,231
+209
63
$8.49M 0.54%
51,002
-514
64
$8.49M 0.54%
79,111
+28
65
$8.48M 0.54%
51,673
+549
66
$8.27M 0.52%
257,832
+171,480
67
$8.22M 0.52%
20,530
+897
68
$7.94M 0.5%
96,109
-13,588
69
$7.84M 0.5%
97,294
+3,729
70
$7.79M 0.49%
230,565
+1,295
71
$7.62M 0.48%
62,734
+25,427
72
$7.62M 0.48%
202,797
+3,179
73
$7.52M 0.48%
82,807
-595
74
$7.45M 0.47%
108,986
+31
75
$7.36M 0.47%
54,038
+2,131
1 2
3
4 5