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
$1.52B
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$14.8M
3
+$9.4M
4
DD icon
DuPont de Nemours
DD
+$6.93M
5
DFS
Discover Financial Services
DFS
+$6.08M

Top Sells

1
+$22.3M
2
+$16.8M
3
+$6.49M
4
TGT icon
Target
TGT
+$6.35M
5
SMG icon
ScottsMiracle-Gro
SMG
+$5.51M

Sector Composition

1 Financials 14.9%
2 Technology 14.06%
3 Healthcare 13.7%
4 Industrials 10.4%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.59M 0.43%
155,122
-1,520
77
$6.42M 0.42%
75,971
+612
78
$6.41M 0.42%
56,139
+11,144
79
$6.21M 0.41%
204,204
+194
80
$6.11M 0.4%
22,370
+1,282
81
$6.08M 0.4%
+105,470
82
$6.05M 0.4%
62,685
-4,470
83
$6.04M 0.4%
+102,309
84
$6.01M 0.4%
184,408
-3,233
85
$5.82M 0.38%
294,891
+2,899
86
$5.56M 0.37%
82,359
+4,568
87
$5.39M 0.36%
179,150
+10,800
88
$5.16M 0.34%
127,174
-1,478
89
$4.87M 0.32%
35,206
+2,277
90
$4.84M 0.32%
37,497
-1,109
91
$4.68M 0.31%
85,058
+34,305
92
$4.64M 0.31%
69,331
+64,869
93
$4.17M 0.28%
85,225
+13,969
94
$4.05M 0.27%
142,112
+22,797
95
$3.93M 0.26%
41,269
-1,684
96
$3.77M 0.25%
69,313
-878
97
$3.73M 0.25%
94,239
-3,871
98
$3.43M 0.23%
83,859
-821
99
$3.38M 0.22%
72,545
+130
100
$3.24M 0.21%
136,905
-1,083
2 3
4
5 6