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
$1.36B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.21M
3
+$2.47M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.99M
5
CELG
Celgene Corp
CELG
+$1.97M

Top Sells

1
+$12.2M
2
+$6.08M
3
+$4.78M
4
NOV icon
NOV
NOV
+$2.51M
5
CVS icon
CVS Health
CVS
+$947K

Sector Composition

1 Technology 14.17%
2 Financials 13.57%
3 Healthcare 13.26%
4 Industrials 11.68%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.11M 0.45%
278,155
+10,573
77
$5.76M 0.42%
71,298
+5,338
78
$5.71M 0.42%
145,373
+4,660
79
$5.67M 0.42%
108,321
+551
80
$5.63M 0.41%
75,054
+3,275
81
$5.43M 0.4%
507
+38
82
$5.21M 0.38%
89,952
+3,308
83
$5.21M 0.38%
115,563
+10,502
84
$5.2M 0.38%
91,392
+10,335
85
$4.58M 0.34%
38,266
-221
86
$4.52M 0.33%
49,027
-4,021
87
$4.28M 0.31%
99,293
-4,626
88
$4.26M 0.31%
124,729
+16,663
89
$3.77M 0.28%
14,464
+910
90
$3.64M 0.27%
65,908
-326
91
$3.44M 0.25%
47,387
-348
92
$3.38M 0.25%
134,928
-4,800
93
$3.29M 0.24%
67,184
+2,223
94
$3.22M 0.24%
27,302
-156
95
$2.94M 0.22%
69,505
-518
96
$2.84M 0.21%
111,024
+384
97
$2.53M 0.19%
29,547
+972
98
$2.44M 0.18%
24,456
-316
99
$1.93M 0.14%
46,389
-539
100
$1.76M 0.13%
56,858
+2,007
2 3
4
5 6