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
$1.78B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$8.34M
3
+$6.85M
4
SBUX icon
Starbucks
SBUX
+$6.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.07M

Top Sells

1
+$22.5M
2
+$17.7M
3
+$9.51M
4
CVS icon
CVS Health
CVS
+$9.33M
5
HSIC icon
Henry Schein
HSIC
+$4.51M

Sector Composition

1 Financials 18.74%
2 Technology 11.77%
3 Healthcare 9.93%
4 Consumer Discretionary 9.31%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.77M 0.44%
236,151
+208,116
77
$7.63M 0.43%
84,270
+695
78
$7.4M 0.42%
39,742
+4,730
79
$7.31M 0.41%
22,757
+298
80
$7.26M 0.41%
205,961
+2,936
81
$7.17M 0.4%
187,642
+8,432
82
$7.11M 0.4%
132,789
+15,422
83
$6.84M 0.39%
119,948
+667
84
$6.75M 0.38%
62,515
+1,872
85
$6.74M 0.38%
81,163
-282
86
$6.27M 0.35%
42,770
-3,471
87
$6.25M 0.35%
84,897
+430
88
$5.99M 0.34%
77,007
-2,844
89
$5.64M 0.32%
160,543
+5,511
90
$5.5M 0.31%
56,824
-4,168
91
$5.41M 0.3%
103,254
+2,310
92
$5.38M 0.3%
31,937
-172
93
$4.09M 0.23%
38,978
+1,661
94
$4.01M 0.23%
+129,640
95
$4M 0.23%
47,869
-7,136
96
$3.87M 0.22%
42,108
-1,279
97
$3.81M 0.21%
28,439
-168
98
$3.44M 0.19%
13,269
-106
99
$3.02M 0.17%
29,623
+1,044
100
$2.67M 0.15%
36,707
-308,824
2 3
4
5 6