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
$1.51B
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$8.24M
3
+$6.38M
4
MDT icon
Medtronic
MDT
+$5.88M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.35M

Top Sells

1
+$15.3M
2
+$12.7M
3
+$8.29M
4
BAX icon
Baxter International
BAX
+$5.31M
5
CAT icon
Caterpillar
CAT
+$4.68M

Sector Composition

1 Healthcare 15%
2 Financials 14.02%
3 Technology 12.55%
4 Industrials 10.62%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.79M 0.45%
187,641
+4,330
77
$6.71M 0.45%
156,642
+1,219
78
$6.7M 0.44%
85,938
+75,459
79
$6.62M 0.44%
291,992
-100
80
$6.51M 0.43%
96,858
-390
81
$6.38M 0.42%
+75,359
82
$6.38M 0.42%
204,010
+7,998
83
$6.04M 0.4%
134,069
+4,430
84
$5.85M 0.39%
21,088
+1,853
85
$5.59M 0.37%
128,652
+3,890
86
$5.32M 0.35%
38,606
-1,149
87
$5.05M 0.34%
77,791
+11,628
88
$4.75M 0.32%
168,350
+21,340
89
$4.72M 0.31%
44,995
+14,724
90
$4.61M 0.31%
32,929
+1,351
91
$4.34M 0.29%
42,953
-2,062
92
$4.2M 0.28%
98,110
-5,601
93
$3.85M 0.26%
70,191
+669
94
$3.78M 0.25%
137,988
+2,322
95
$3.52M 0.23%
72,415
+1,184
96
$3.51M 0.23%
119,315
+8,445
97
$3.46M 0.23%
84,680
-4,675
98
$3.42M 0.23%
71,256
+4,346
99
$3.2M 0.21%
29,565
-579
100
$2.88M 0.19%
70,987
+1,315
2 3
4
5 6