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
$1.78B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$8.34M
3
+$6.85M
4
SBUX icon
Starbucks
SBUX
+$6.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.07M

Top Sells

1
+$22.5M
2
+$17.7M
3
+$9.51M
4
CVS icon
CVS Health
CVS
+$9.33M
5
HSIC icon
Henry Schein
HSIC
+$4.51M

Sector Composition

1 Financials 18.74%
2 Technology 11.77%
3 Healthcare 9.93%
4 Consumer Discretionary 9.31%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.7M 0.71%
288,654
+1,966
52
$12.4M 0.7%
86,182
+2,359
53
$12.1M 0.68%
308,828
+9,136
54
$11.5M 0.65%
98,437
-871
55
$11.5M 0.65%
6,601
+337
56
$11.4M 0.64%
331,510
+25
57
$11.2M 0.63%
95,596
+3,768
58
$11.1M 0.62%
193,307
+109,968
59
$10.9M 0.61%
122,667
+3,791
60
$10.3M 0.58%
95,460
+195
61
$9.8M 0.55%
21,630
+620
62
$9.66M 0.54%
194,273
+13,007
63
$9.51M 0.54%
64,723
+6,129
64
$9.45M 0.53%
82,823
-931
65
$9.44M 0.53%
66,179
+2,267
66
$9.25M 0.52%
63,289
+2,341
67
$9.23M 0.52%
53,064
+768
68
$8.86M 0.5%
231,233
+5,988
69
$8.7M 0.49%
113,101
+1,599
70
$8.37M 0.47%
88,960
+518
71
$8.34M 0.47%
+203,548
72
$8.29M 0.47%
207,081
+3,049
73
$8.07M 0.45%
67,772
+851
74
$7.95M 0.45%
98,118
+2,278
75
$7.93M 0.45%
98,170
-240
1 2
3
4 5