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
-365
Closed
-$88.8K
-600
Closed
-$61.2K
-5,322
Closed
-$299K
-278
Closed
-$28.9K
-424
Closed
-$63K
-2,618
Closed
-$2.16K
-800
Closed
-$67.4K
-1,016
Closed
-$75.7K
-665
Closed
-$21.4K
-3,852
Closed
-$62.7K
-150
Closed
-$20K
-100
Closed
-$3.01K
-1,550
Closed
-$25.8K
-5,100
Closed
-$269K
-1,500
Closed
-$33K
-25
Closed
-$2.89K
-44
Closed
-$1.84K
-606
Closed
-$35.3K
-90
Closed
-$344
-4,440
Closed
-$34.9K
-37
Closed
-$1.01K
-100,000
Closed
-$385K
-1,199
Closed
-$58.4K
-3,600
Closed
-$9.79K
-97
Closed
-$55.3K