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
$1.87B
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.4M
3
+$7.74M
4
MMC icon
Marsh & McLennan
MMC
+$4.75M
5
SIVB
SVB Financial Group
SIVB
+$3.75M

Top Sells

1
+$9.82M
2
+$6.72M
3
+$5.94M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$5.14M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.12M

Sector Composition

1 Financials 18.47%
2 Technology 12.77%
3 Consumer Discretionary 10.39%
4 Healthcare 10.37%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.57M 0.19%
13,380
+2,372
102
$3.54M 0.19%
64,224
-7,871
103
$3.49M 0.19%
11,787
-570
104
$3.12M 0.17%
14,592
+229
105
$2.76M 0.15%
16,923
-179
106
$2.57M 0.14%
15,358
-132
107
$2.4M 0.13%
44,389
-10,361
108
$2.27M 0.12%
25,788
-1,624
109
$2.19M 0.12%
47,540
-4,477
110
$2.09M 0.11%
41,013
-1,108
111
$1.95M 0.1%
28,604
-2,281
112
$1.8M 0.1%
24,458
-2,062
113
$1.74M 0.09%
22,738
-1,196
114
$1.69M 0.09%
8,660
-408
115
$1.62M 0.09%
18,519
+293
116
$1.61M 0.09%
9,363
-558
117
$1.59M 0.08%
36,022
-519
118
$1.47M 0.08%
18,950
+730
119
$1.45M 0.08%
9,646
120
$1.38M 0.07%
23,060
+420
121
$1.37M 0.07%
33,479
-2,242
122
$1.35M 0.07%
32,857
-239,624
123
$1.34M 0.07%
19,954
-613
124
$1.34M 0.07%
13,100
-200
125
$1.32M 0.07%
25,547
+1,032
3 4
5
6 7