WT

Washington Trust Portfolio holdings

AUM $2.61B
This Quarter Return
-3.51%
1 Year Return
+10.57%
3 Year Return
+35.61%
5 Year Return
+152.86%
10 Year Return
+272.81%
AUM
$2.61B
AUM Growth
-$179M
Cap. Flow
-$49.4M
Cap. Flow %
-1.89%
Top 10 Hldgs %
31.9%
Holding
869
New
21
Increased
108
Reduced
309
Closed
104

Sector Composition

1Technology22.66%
2Financials10.99%
3Healthcare8.6%
4Industrials8%
5Consumer Discretionary7.81%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$4.79M0.18% 6
$4.63M0.18% 60,517
-2,248
-4%
-$172K
$4.38M0.17% 14,043
-3,139
-18%
-$978K
$4.13M0.16% 16,080
-25
-0.2%
-$6.43K
$3.66M0.14% 23,444
-595
-2%
-$93K
$3.63M0.14% 292,041
-11,839
-4%
-$147K
$3.38M0.13% 13,604
+178
+1%
+$44.3K
$3.25M0.12% 6,926
-187
-3%
-$87.8K
$3.18M0.12% 5,398
-80
-1%
-$47.2K
$3.18M0.12% 9,996
+4
+0%
+$1.27K
$3.1M0.12% 75,104
$3.01M0.12% 106,314
-88,257
-45%
-$2.5M
$2.85M0.11% 30,468
-1,264
-4%
-$118K
$2.79M0.11% 16,109
-1,051
-6%
-$182K
$2.68M0.1% 19,174
+1,129
+6%
+$158K
$2.67M0.1% 99,165
+1,619
+2%
+$43.5K
$2.63M0.1% 12,449
-204
-2%
-$43K
$2.58M0.1% 28,730
-2,690
-9%
-$241K
$2.34M0.09% 9,911
-1,302
-12%
-$308K
$2.12M0.08% 13,752
-508
-4%
-$78.4K
$2.07M0.08% 28,938
-126
-0.4%
-$9.02K
$2.03M0.08% 12,154
-928
-7%
-$155K
$2.02M0.08% 18,151
-7,376
-29%
-$819K
$1.93M0.07% 14,369
-665
-4%
-$89.3K
$1.84M0.07% 36,281
-2,395
-6%
-$122K