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
$1.36B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.21M
3
+$2.47M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.99M
5
CELG
Celgene Corp
CELG
+$1.97M

Top Sells

1
+$12.2M
2
+$6.08M
3
+$4.78M
4
NOV icon
NOV
NOV
+$2.51M
5
CVS icon
CVS Health
CVS
+$947K

Sector Composition

1 Technology 14.17%
2 Financials 13.57%
3 Healthcare 13.26%
4 Industrials 11.68%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.72M 0.13%
41,967
-3,645
102
$1.69M 0.12%
45,125
-3,169
103
$1.6M 0.12%
12,686
-35
104
$1.44M 0.11%
12,130
-761
105
$1.34M 0.1%
27,586
-3,994
106
$1.16M 0.08%
13,960
-1,005
107
$1.15M 0.08%
41,062
108
$1.1M 0.08%
12,164
-150
109
$1.08M 0.08%
12,837
-2,613
110
$1.07M 0.08%
12,535
+376
111
$1.03M 0.08%
25,312
+225
112
$1.02M 0.08%
11,988
113
$1.02M 0.08%
7,989
-640
114
$1.01M 0.07%
7,912
+507
115
$992K 0.07%
18,747
+320
116
$967K 0.07%
33,452
+1,372
117
$950K 0.07%
5
118
$946K 0.07%
8,867
-458
119
$895K 0.07%
10,866
120
$854K 0.06%
32,120
-76
121
$806K 0.06%
3,589
-125
122
$804K 0.06%
21,757
123
$793K 0.06%
51,609
-4,072
124
$747K 0.05%
10,954
-500
125
$742K 0.05%
15,410
3 4
5
6 7