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
$1.39B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$9.03M
3 +$5.64M
4
WHR icon
Whirlpool
WHR
+$4.13M
5
MMM icon
3M
MMM
+$3.53M

Top Sells

1 +$19.8M
2 +$8.36M
3 +$6.03M
4
INTC icon
Intel
INTC
+$4.61M
5
EMR icon
Emerson Electric
EMR
+$4.36M

Sector Composition

1 Financials 15.91%
2 Technology 14.05%
3 Healthcare 13.83%
4 Industrials 9.36%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$5.87M 0.42%
432,698
-11,532
77
$5.76M 0.42%
102,916
-452
78
$5.73M 0.41%
145,296
-9,826
79
$5.72M 0.41%
81,338
+12,007
80
$5.56M 0.4%
107,022
+1,552
81
$5.5M 0.4%
130,818
-3,490
82
$5.45M 0.39%
21,895
-475
83
$5.24M 0.38%
143,667
+1,555
84
$5.22M 0.38%
183,746
+4,596
85
$5.09M 0.37%
297,189
+2,298
86
$4.93M 0.36%
124,862
-2,312
87
$4.79M 0.35%
37,044
+1,838
88
$4.7M 0.34%
178,732
-5,676
89
$4.54M 0.33%
92,664
+7,606
90
$4.41M 0.32%
55,903
-6,782
91
$4.17M 0.3%
81,313
-1,046
92
$4.13M 0.3%
+28,079
93
$3.74M 0.27%
67,487
+2,831
94
$3.7M 0.27%
51,442
-83,765
95
$3.67M 0.26%
87,546
+2,321
96
$3.61M 0.26%
29,409
-11,860
97
$3.33M 0.24%
70,532
+1,219
98
$3M 0.22%
69,017
-3,528
99
$2.81M 0.2%
129,891
-7,014
100
$2.71M 0.2%
81,771
-2,088