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
$1.51B
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$8.24M
3
+$6.38M
4
MDT icon
Medtronic
MDT
+$5.88M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.35M

Top Sells

1
+$15.3M
2
+$12.7M
3
+$8.29M
4
BAX icon
Baxter International
BAX
+$5.31M
5
CAT icon
Caterpillar
CAT
+$4.68M

Sector Composition

1 Healthcare 15%
2 Financials 14.02%
3 Technology 12.55%
4 Industrials 10.62%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.71M 0.18%
104,216
-796
102
$2.41M 0.16%
+50,753
103
$2.03M 0.13%
+22,493
104
$1.98M 0.13%
+36,072
105
$1.94M 0.13%
13,407
+246
106
$1.88M 0.12%
37,891
-3,145
107
$1.88M 0.12%
29,135
-162
108
$1.85M 0.12%
43,940
+28,176
109
$1.81M 0.12%
18,609
-2,639
110
$1.77M 0.12%
38,290
+750
111
$1.76M 0.12%
25,384
-220,198
112
$1.58M 0.11%
49,318
-8,390
113
$1.33M 0.09%
38,062
+740
114
$1.31M 0.09%
12,710
-430
115
$1.21M 0.08%
13,843
-735
116
$1.13M 0.08%
26,267
-294
117
$1.04M 0.07%
18,251
-167
118
$1.04M 0.07%
67,330
+708
119
$1.01M 0.07%
13,356
+39
120
$1.01M 0.07%
+15,965
121
$992K 0.07%
14,315
-250
122
$965K 0.06%
6,364
-77
123
$937K 0.06%
8,241
+274
124
$935K 0.06%
11,681
-58,441
125
$921K 0.06%
14,789
+132
3 4
5
6 7