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
$1.87B
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.4M
3
+$7.74M
4
MMC icon
Marsh & McLennan
MMC
+$4.75M
5
SIVB
SVB Financial Group
SIVB
+$3.75M

Top Sells

1
+$9.82M
2
+$6.72M
3
+$5.94M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$5.14M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.12M

Sector Composition

1 Financials 18.47%
2 Technology 12.77%
3 Consumer Discretionary 10.39%
4 Healthcare 10.37%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.9M 0.69%
122,088
-24,375
52
$12.6M 0.68%
207,113
-6,098
53
$12.4M 0.67%
6,265
-57
54
$11.6M 0.62%
108,446
-47,738
55
$11.6M 0.62%
98,791
+479
56
$11.5M 0.62%
84,587
-6,639
57
$11.4M 0.61%
94,454
+94,436
58
$11M 0.59%
226,049
-9,176
59
$10.8M 0.58%
117,140
-1,947
60
$10.8M 0.58%
120,198
-4,364
61
$10.6M 0.57%
34,124
+12,077
62
$10.4M 0.56%
50,286
-2,390
63
$10.2M 0.55%
139,656
+7,296
64
$10.2M 0.55%
103,892
-4,338
65
$10.2M 0.54%
209,097
+3,663
66
$10.1M 0.54%
78,993
-5,174
67
$10.1M 0.54%
85,387
-5,130
68
$9.76M 0.52%
247,452
-19,752
69
$9.56M 0.51%
72,465
-8,604
70
$9.49M 0.51%
65,310
-291
71
$9.32M 0.5%
85,466
-4,049
72
$9.25M 0.5%
21,366
-680
73
$9.19M 0.49%
39,117
-496
74
$9.15M 0.49%
68,493
-2,988
75
$9M 0.48%
81,326
-2,054
1 2
3
4 5