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
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.55M
3
+$8.14M
4
UBER icon
Uber
UBER
+$7.99M
5
DD icon
DuPont de Nemours
DD
+$6.11M

Top Sells

1
+$21.2M
2
+$16.7M
3
+$3.9M
4
SLB icon
SLB Ltd
SLB
+$3.89M
5
OXY icon
Occidental Petroleum
OXY
+$3.46M

Sector Composition

1 Financials 16.9%
2 Technology 15.95%
3 Consumer Discretionary 10.27%
4 Healthcare 9.72%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.1M 0.65%
97,049
+12,905
52
$12M 0.64%
5,873
-139
53
$12M 0.64%
329,421
+10,813
54
$12M 0.64%
112,238
-2,001
55
$11.6M 0.62%
245,137
-1,200
56
$11.5M 0.62%
105,771
+393
57
$11.1M 0.6%
210,429
-2,401
58
$11.1M 0.6%
84,462
-1,401
59
$11.1M 0.59%
209,321
-1,498
60
$11M 0.59%
36,974
-279
61
$11M 0.59%
96,850
+787
62
$10.5M 0.56%
125,447
-5,849
63
$10.4M 0.56%
265,845
+9,036
64
$10.4M 0.56%
70,747
-1,342
65
$10.3M 0.55%
67,311
+751
66
$10.1M 0.54%
+267,048
67
$10.1M 0.54%
47,425
+111
68
$9.96M 0.53%
117,733
-2,945
69
$9.7M 0.52%
112,108
-1,366
70
$9.65M 0.52%
83,138
-2,231
71
$9.56M 0.51%
71,240
-102
72
$9.36M 0.5%
24,852
+931
73
$8.76M 0.47%
143,774
-3,365
74
$8.63M 0.46%
55,125
+51,990
75
$8.57M 0.46%
68,473
-588
1 2
3
4 5