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
-$80K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$6.28M
3
+$5.83M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.93M
5
CMCSA icon
Comcast
CMCSA
+$1.79M

Top Sells

1
+$6.87M
2
+$5.93M
3
+$5.66M
4
AAPL icon
Apple
AAPL
+$2.02M
5
CVX icon
Chevron
CVX
+$1.71M

Sector Composition

1 Financials 14.34%
2 Healthcare 13.86%
3 Technology 13.59%
4 Industrials 11.36%
5 Energy 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.3M 0.17%
85,622
+66,676
102
$2.14M 0.16%
19,287
+15,825
103
$1.98M 0.14%
56,738
-120
104
$1.84M 0.13%
41,636
-4,753
105
$1.7M 0.12%
12,083
-47
106
$1.69M 0.12%
12,231
-455
107
$1.68M 0.12%
+60,883
108
$1.6M 0.12%
38,570
-3,397
109
$1.59M 0.12%
+34,721
110
$1.4M 0.1%
27,376
-210
111
$1.16M 0.09%
13,735
-225
112
$1.06M 0.08%
12,998
+834
113
$1.01M 0.07%
7,934
+22
114
$1M 0.07%
11,988
115
$994K 0.07%
41,062
116
$991K 0.07%
11,875
-962
117
$970K 0.07%
25,335
+23
118
$956K 0.07%
12,494
-41
119
$949K 0.07%
18,576
-171
120
$947K 0.07%
31,996
-124
121
$924K 0.07%
31,767
-1,685
122
$922K 0.07%
7,934
-55
123
$891K 0.07%
8,637
-230
124
$839K 0.06%
49,196
-2,413
125
$828K 0.06%
4
-1
3 4
5
6 7