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
-$80K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$6.28M
3
+$5.83M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.93M
5
CMCSA icon
Comcast
CMCSA
+$1.79M

Top Sells

1
+$6.87M
2
+$5.93M
3
+$5.66M
4
AAPL icon
Apple
AAPL
+$2.02M
5
CVX icon
Chevron
CVX
+$1.71M

Sector Composition

1 Financials 14.34%
2 Healthcare 13.86%
3 Technology 13.59%
4 Industrials 11.36%
5 Energy 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.02M 0.44%
73,971
+2,673
77
$5.83M 0.43%
93,086
+3,134
78
$5.83M 0.43%
+121,833
79
$5.72M 0.42%
527,504
+12,594
80
$5.65M 0.41%
106,402
-1,919
81
$5.63M 0.41%
74,356
-698
82
$5.51M 0.4%
284,850
+6,695
83
$5.24M 0.38%
95,226
+3,834
84
$4.76M 0.35%
122,095
+6,532
85
$4.74M 0.35%
133,038
+8,309
86
$4.62M 0.34%
69,474
+22,087
87
$4.46M 0.33%
37,678
-588
88
$4.22M 0.31%
41,529
+14,227
89
$4.19M 0.31%
45,956
-3,071
90
$3.97M 0.29%
95,194
-4,099
91
$3.84M 0.28%
15,409
+945
92
$3.81M 0.28%
532
+25
93
$3.7M 0.27%
65,437
-471
94
$3.43M 0.25%
134,733
-195
95
$3.28M 0.24%
65,600
-1,584
96
$2.9M 0.21%
68,100
-1,405
97
$2.61M 0.19%
24,072
-384
98
$2.59M 0.19%
29,137
-410
99
$2.5M 0.18%
106,676
-4,348
100
$2.31M 0.17%
24,384
-72,455
2 3
4
5 6