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
-49
Closed
-$4.38K
-1,685
Closed
-$96.8K
-767
Closed
-$24.5K
-35
Closed
-$1.75K
-90
Closed
-$25.7K
-1,000
Closed
-$50.5K
-14
Closed
-$7.42K
-250
Closed
-$6.8K
-710
Closed
-$45.1K
-150
Closed
-$797
-10
Closed
-$2.48K
-400
Closed
-$60.7K
-640
Closed
-$43K
-1
Closed
-$9
-1,211
Closed
-$94.3K
-400
Closed
-$23.3K
-2,050
Closed
-$29.3K
-38
Closed
-$2.34K
-600
Closed
-$12.2K
-500
Closed
-$42.6K
-3,600
Closed
-$46K
-442
Closed
-$561
-1,798
Closed
-$18.6K
-5,000
Closed
-$55.2K
-2,800
Closed
-$93.2K