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
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.55M
3
+$8.14M
4
UBER icon
Uber
UBER
+$7.99M
5
DD icon
DuPont de Nemours
DD
+$6.11M

Top Sells

1
+$21.2M
2
+$16.7M
3
+$3.9M
4
SLB icon
SLB Ltd
SLB
+$3.89M
5
OXY icon
Occidental Petroleum
OXY
+$3.46M

Sector Composition

1 Financials 16.9%
2 Technology 15.95%
3 Consumer Discretionary 10.27%
4 Healthcare 9.72%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.55M 0.46%
+224,002
77
$8.27M 0.44%
130,745
+15,994
78
$8.21M 0.44%
99,408
+4,084
79
$7.99M 0.43%
+253,777
80
$7.92M 0.42%
151,002
+11,710
81
$7.79M 0.42%
97,024
-308
82
$7.43M 0.4%
26,677
+741
83
$7.43M 0.4%
71,695
+2,140
84
$7.35M 0.39%
197,905
+727
85
$7.29M 0.39%
1,450,560
-73,080
86
$6.81M 0.36%
233,008
+30,329
87
$6.49M 0.35%
38,398
+1,436
88
$6.11M 0.33%
+92,643
89
$6.08M 0.33%
244,561
+8,245
90
$5.42M 0.29%
65,492
-332
91
$5.4M 0.29%
45,115
+9,071
92
$4.47M 0.24%
86,647
-814
93
$4.4M 0.24%
19,880
-872
94
$4.37M 0.23%
29,552
+621
95
$4.32M 0.23%
76,448
-2,286
96
$3.91M 0.21%
41,474
-2,523
97
$3.73M 0.2%
93,244
-417,400
98
$3.73M 0.2%
66,532
+3,427
99
$3.69M 0.2%
26,759
-21,062
100
$3.63M 0.19%
+381,108
2 3
4
5 6