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
$1.52B
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$14.8M
3
+$9.4M
4
DD icon
DuPont de Nemours
DD
+$6.93M
5
DFS
Discover Financial Services
DFS
+$6.08M

Top Sells

1
+$22.3M
2
+$16.8M
3
+$6.49M
4
TGT icon
Target
TGT
+$6.35M
5
SMG icon
ScottsMiracle-Gro
SMG
+$5.51M

Sector Composition

1 Financials 14.9%
2 Technology 14.06%
3 Healthcare 13.7%
4 Industrials 10.4%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.23M 0.21%
64,656
+28,584
102
$3.15M 0.21%
51,933
-106,904
103
$2.88M 0.19%
34,406
+11,913
104
$2.74M 0.18%
28,684
-881
105
$2.7M 0.18%
70,411
+26,471
106
$2.65M 0.17%
67,655
-3,332
107
$2.48M 0.16%
101,340
-2,876
108
$1.89M 0.12%
28,434
-701
109
$1.82M 0.12%
13,402
-5
110
$1.82M 0.12%
37,129
-1,161
111
$1.74M 0.11%
37,203
-688
112
$1.72M 0.11%
18,115
-494
113
$1.45M 0.1%
45,120
-155,095
114
$1.26M 0.08%
13,028
-815
115
$1.26M 0.08%
38,062
116
$1.22M 0.08%
14,903
-77,876
117
$1.17M 0.08%
11,660
-1,050
118
$1.17M 0.08%
68,518
+1,188
119
$1.13M 0.07%
18,041
-7,343
120
$1.06M 0.07%
13,255
-101
121
$1.05M 0.07%
26,040
-227
122
$1.03M 0.07%
16,047
+82
123
$1.01M 0.07%
17,515
-736
124
$997K 0.07%
19,365
-326,581
125
$940K 0.06%
5,798
-11
3 4
5
6 7