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
$1.87B
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.4M
3
+$7.74M
4
MMC icon
Marsh & McLennan
MMC
+$4.75M
5
SIVB
SVB Financial Group
SIVB
+$3.75M

Top Sells

1
+$9.82M
2
+$6.72M
3
+$5.94M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$5.14M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.12M

Sector Composition

1 Financials 18.47%
2 Technology 12.77%
3 Consumer Discretionary 10.39%
4 Healthcare 10.37%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.64M 0.46%
74,039
-1,614
77
$8.13M 0.44%
63,700
-2,654
78
$8.11M 0.43%
23,440
-8
79
$8.09M 0.43%
55,974
-5,350
80
$7.97M 0.43%
151,625
-94,308
81
$7.8M 0.42%
102,095
-9,453
82
$7.74M 0.41%
+93,023
83
$7.6M 0.41%
242,805
-14,007
84
$7.09M 0.38%
124,828
-62,442
85
$6.85M 0.37%
203,465
-5,237
86
$6.8M 0.36%
96,819
-5,002
87
$6.8M 0.36%
191,990
-21,334
88
$6.29M 0.34%
76,579
-7,446
89
$6.21M 0.33%
95,627
-7,755
90
$5.95M 0.32%
184,362
-16,309
91
$5.36M 0.29%
79,163
-347
92
$4.88M 0.26%
51,552
-5,131
93
$4.85M 0.26%
58,623
+57,441
94
$4.62M 0.25%
57,197
-6,281
95
$4.25M 0.23%
51,052
+118
96
$4.15M 0.22%
151,216
-14,335
97
$3.84M 0.21%
81,211
-876
98
$3.84M 0.21%
25,528
-1,180
99
$3.82M 0.2%
37,523
-2,869
100
$3.8M 0.2%
34,346
+3,756
2 3
4
5 6