WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$9.26M
3 +$5.68M
4
NEE icon
NextEra Energy
NEE
+$5.39M
5
USB icon
US Bancorp
USB
+$4.58M

Top Sells

1 +$23.1M
2 +$17.6M
3 +$12.4M
4
CLB icon
Core Laboratories
CLB
+$11.3M
5
CTSH icon
Cognizant
CTSH
+$6.62M

Sector Composition

1 Financials 17.46%
2 Technology 11.76%
3 Healthcare 11.61%
4 Industrials 9.05%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$2.19M 0.14%
51,703
-4,023
102
$2M 0.13%
22,285
+8,094
103
$1.99M 0.13%
28,100
-3,272
104
$1.76M 0.11%
29,895
-400
105
$1.69M 0.11%
13,036
-793
106
$1.61M 0.1%
11,963
+10,145
107
$1.56M 0.1%
18,802
-63,905
108
$1.53M 0.1%
10,969
-439
109
$1.33M 0.08%
36,737
-5,597
110
$1.24M 0.08%
15,410
111
$1.24M 0.08%
31,126
-2,680
112
$1.19M 0.08%
9,094
-431
113
$1.17M 0.07%
10,357
-1,922
114
$1.05M 0.07%
15,169
+3,011
115
$1.02M 0.06%
9,350
-545
116
$999K 0.06%
4
117
$959K 0.06%
14,441
-66,394
118
$951K 0.06%
17,487
-2,490
119
$870K 0.06%
19,486
-386
120
$868K 0.06%
5,690
121
$864K 0.05%
11,803
-1,752
122
$857K 0.05%
6,514
-23
123
$822K 0.05%
19,800
-1,500
124
$791K 0.05%
3,332
-11
125
$772K 0.05%
9,317
-605