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
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.55M
3
+$8.14M
4
UBER icon
Uber
UBER
+$7.99M
5
DD icon
DuPont de Nemours
DD
+$6.11M

Top Sells

1
+$21.2M
2
+$16.7M
3
+$3.9M
4
SLB icon
SLB Ltd
SLB
+$3.89M
5
OXY icon
Occidental Petroleum
OXY
+$3.46M

Sector Composition

1 Financials 16.9%
2 Technology 15.95%
3 Consumer Discretionary 10.27%
4 Healthcare 9.72%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.53M 0.19%
16,587
+695
102
$3.34M 0.18%
20,197
-178
103
$3.25M 0.17%
9,655
-839
104
$3.19M 0.17%
40,087
-3,682
105
$2.77M 0.15%
14,081
+219
106
$2.38M 0.13%
26,381
-692
107
$2.11M 0.11%
16,507
-1,794
108
$2.07M 0.11%
17,944
-318
109
$2.06M 0.11%
26,755
-810
110
$2.03M 0.11%
37,301
-4,893
111
$1.99M 0.11%
32,606
+6,050
112
$1.9M 0.1%
22,764
-1,883
113
$1.89M 0.1%
40,500
-2,071
114
$1.84M 0.1%
10,397
+460
115
$1.74M 0.09%
6,760
-205
116
$1.67M 0.09%
35,340
-6,992
117
$1.63M 0.09%
78,976
-20
118
$1.61M 0.09%
22,900
-2,830
119
$1.59M 0.09%
5
120
$1.59M 0.09%
40,100
-100
121
$1.54M 0.08%
24,420
-800
122
$1.52M 0.08%
8,711
-1,226
123
$1.44M 0.08%
80,000
-3,616
124
$1.37M 0.07%
8,089
+266
125
$1.37M 0.07%
20,728
-4,532
3 4
5
6 7