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
$1.46B
AUM Growth
+$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.83M
3
+$5.43M
4
BA icon
Boeing
BA
+$5.06M
5
INTC icon
Intel
INTC
+$5.05M

Top Sells

1
+$12.5M
2
+$6.45M
3
+$5.05M
4
QCOM icon
Qualcomm
QCOM
+$4.84M
5
TPR icon
Tapestry
TPR
+$4.76M

Sector Composition

1 Financials 14.86%
2 Healthcare 14.07%
3 Technology 13.13%
4 Industrials 11.69%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.91M 0.48%
77,412
+3,441
77
$6.86M 0.47%
442,351
+20,664
78
$6.7M 0.46%
292,092
+7,242
79
$6.65M 0.46%
183,311
-243
80
$6.54M 0.45%
164,162
+4,376
81
$6.43M 0.44%
40,351
+28,268
82
$6.42M 0.44%
70,122
+4,201
83
$6.25M 0.43%
129,639
+7,806
84
$6.2M 0.43%
72,562
+31,033
85
$6.09M 0.42%
46,857
+38,923
86
$6.06M 0.42%
97,248
+2,022
87
$5.46M 0.38%
39,755
+2,077
88
$5.34M 0.37%
124,762
+2,667
89
$5.08M 0.35%
19,235
+3,826
90
$4.76M 0.33%
103,711
-2,691
91
$4.66M 0.32%
45,015
-941
92
$4.35M 0.3%
+66,163
93
$4.29M 0.29%
31,578
+12,291
94
$4.26M 0.29%
147,010
+61,388
95
$3.88M 0.27%
135,666
+933
96
$3.77M 0.26%
69,522
+4,085
97
$3.59M 0.25%
30,144
+6,072
98
$3.58M 0.25%
89,355
-5,839
99
$3.39M 0.23%
66,910
+32,189
100
$3.33M 0.23%
71,231
+5,631
2 3
4
5 6