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
$1.46B
AUM Growth
+$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.83M
3
+$5.43M
4
BA icon
Boeing
BA
+$5.06M
5
INTC icon
Intel
INTC
+$5.05M

Top Sells

1
+$12.5M
2
+$6.45M
3
+$5.05M
4
QCOM icon
Qualcomm
QCOM
+$4.84M
5
TPR icon
Tapestry
TPR
+$4.76M

Sector Composition

1 Financials 14.86%
2 Healthcare 14.07%
3 Technology 13.13%
4 Industrials 11.69%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.31M 0.23%
110,870
+49,987
102
$2.94M 0.2%
69,672
+1,572
103
$2.85M 0.2%
30,271
+1,134
104
$2.79M 0.19%
105,012
-1,664
105
$1.99M 0.14%
21,248
-3,136
106
$1.98M 0.14%
13,161
+930
107
$1.9M 0.13%
41,036
-600
108
$1.78M 0.12%
57,708
-208,367
109
$1.73M 0.12%
29,297
+1,921
110
$1.69M 0.12%
37,540
-1,030
111
$1.29M 0.09%
14,578
+1,580
112
$1.28M 0.09%
37,322
+5,326
113
$1.27M 0.09%
12,553
+565
114
$1.26M 0.09%
14,849
-59,507
115
$1.2M 0.08%
26,561
+1,226
116
$1.19M 0.08%
66,622
+17,426
117
$1.17M 0.08%
13,140
-595
118
$1.08M 0.07%
13,317
+1,442
119
$1.06M 0.07%
18,418
-158
120
$1.01M 0.07%
14,657
+2,163
121
$1.01M 0.07%
14,565
+3,813
122
$969K 0.07%
41,062
123
$913K 0.06%
6,441
+837
124
$905K 0.06%
7,967
+33
125
$904K 0.06%
4
3 4
5
6 7