WT

Washington Trust Portfolio holdings

AUM $2.61B
This Quarter Return
-3.51%
1 Year Return
+10.57%
3 Year Return
+35.61%
5 Year Return
+152.86%
10 Year Return
+272.81%
AUM
$2.61B
AUM Growth
-$179M
Cap. Flow
-$49.4M
Cap. Flow %
-1.89%
Top 10 Hldgs %
31.9%
Holding
869
New
21
Increased
108
Reduced
309
Closed
104

Sector Composition

1Technology22.66%
2Financials10.99%
3Healthcare8.6%
4Industrials8%
5Consumer Discretionary7.81%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$691﹤0.01% 2
-20
-91%
-$6.91K
$584﹤0.01% 26
-26
-50%
-$584
$485﹤0.01% 20
$415﹤0.01% 131
$382﹤0.01% 303
-512
-63%
-$645
$330﹤0.01% 7
$320﹤0.01% 10
$314﹤0.01% 10
$261﹤0.01% 20
$232﹤0.01%
+4
New
+$232
$61﹤0.01% 25
$38﹤0.01% 3
$28﹤0.01% 1
$25﹤0.01% 27
-400
Closed
-$18.5K
-163
Closed
-$13.9K
-700
Closed
-$18.2K
0
-637
Closed
-$49.2K
-23
Closed
-$655
-18
Closed
-$991
-3,070
Closed
-$30.3K
-133
Closed
-$6.49K
-312
Closed
-$47.7K
-3,093
Closed
-$98.3K