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
$1.78B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$8.34M
3
+$6.85M
4
SBUX icon
Starbucks
SBUX
+$6.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.07M

Top Sells

1
+$22.5M
2
+$17.7M
3
+$9.51M
4
CVS icon
CVS Health
CVS
+$9.33M
5
HSIC icon
Henry Schein
HSIC
+$4.51M

Sector Composition

1 Financials 18.74%
2 Technology 11.77%
3 Healthcare 9.93%
4 Consumer Discretionary 9.31%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.64M 0.15%
13,319
+256
102
$2.63M 0.15%
49,076
+448
103
$2.57M 0.14%
14,936
+1,270
104
$2.51M 0.14%
16,896
+1,313
105
$2.49M 0.14%
54,330
+718
106
$2.27M 0.13%
49,148
+70
107
$2.1M 0.12%
26,115
-215
108
$1.99M 0.11%
29,272
-320
109
$1.58M 0.09%
9,978
+108
110
$1.54M 0.09%
9,100
-110
111
$1.47M 0.08%
32,094
+1,966
112
$1.47M 0.08%
9,401
+295
113
$1.36M 0.08%
17,725
+1,896
114
$1.29M 0.07%
23,560
+3,769
115
$1.25M 0.07%
15,410
116
$1.19M 0.07%
4
117
$1.19M 0.07%
13,976
-208,619
118
$1.17M 0.07%
22,320
+1,220
119
$1.12M 0.06%
18,315
+60
120
$1.09M 0.06%
5,802
121
$1.08M 0.06%
22,812
-2,079
122
$1.03M 0.06%
9,715
-1,217
123
$979K 0.06%
3,640
-18
124
$936K 0.05%
5,943
-70
125
$860K 0.05%
21,171
-295
3 4
5
6 7