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
$1.33B
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
AMZN icon
Amazon
AMZN
+$12M
5
GILD icon
Gilead Sciences
GILD
+$8.73M

Top Sells

1
+$22.8M
2
+$20.1M
3
+$13.9M
4
IBM icon
IBM
IBM
+$12.9M
5
NUE icon
Nucor
NUE
+$5.79M

Sector Composition

1 Financials 14.35%
2 Technology 13.99%
3 Healthcare 13.34%
4 Industrials 11%
5 Energy 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.71M 0.13%
48,294
-1,500
102
$1.64M 0.12%
31,580
-1,808
103
$1.59M 0.12%
12,891
-283
104
$1.59M 0.12%
12,721
-10,028
105
$1.42M 0.11%
54,851
-26,328
106
$1.4M 0.11%
41,062
+6,400
107
$1.26M 0.1%
15,450
-1,067
108
$1.14M 0.09%
14,965
+420
109
$1.12M 0.08%
12,314
+224
110
$1.07M 0.08%
11,988
-513
111
$1.07M 0.08%
8,629
-534
112
$1.03M 0.08%
25,087
+294
113
$986K 0.07%
9,325
-212
114
$976K 0.07%
32,196
-266
115
$958K 0.07%
55,681
-37,885
116
$937K 0.07%
5
117
$929K 0.07%
7,405
-737
118
$929K 0.07%
18,427
-870
119
$922K 0.07%
33,642
-734,370
120
$890K 0.07%
32,080
-5,300
121
$855K 0.06%
12,159
-7,138
122
$846K 0.06%
21,757
123
$808K 0.06%
3,714
-36
124
$794K 0.06%
10,866
+97
125
$767K 0.06%
8,131
+7
3 4
5
6 7