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
$1.33B
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
AMZN icon
Amazon
AMZN
+$12M
5
GILD icon
Gilead Sciences
GILD
+$8.73M

Top Sells

1
+$22.8M
2
+$20.1M
3
+$13.9M
4
IBM icon
IBM
IBM
+$12.9M
5
NUE icon
Nucor
NUE
+$5.79M

Sector Composition

1 Financials 14.35%
2 Technology 13.99%
3 Healthcare 13.34%
4 Industrials 11%
5 Energy 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$754K 0.06%
15,410
127
$743K 0.06%
11,454
-400
128
$640K 0.05%
15,606
-3,783
129
$635K 0.05%
5,679
-4,605
130
$609K 0.05%
19,332
-592
131
$609K 0.05%
9,906
132
$596K 0.04%
12,956
133
$530K 0.04%
5,892
-416
134
$510K 0.04%
4,543
+1,638
135
$502K 0.04%
9,358
-10,875
136
$492K 0.04%
13,134
-1,787
137
$486K 0.04%
5,807
-281
138
$483K 0.04%
9,327
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139
$467K 0.04%
4,804
-52,782
140
$457K 0.03%
9,035
-114,534
141
$449K 0.03%
6,567
-9,934
142
$446K 0.03%
46,122
-2,412
143
$443K 0.03%
10,073
-743
144
$438K 0.03%
6,144
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145
$431K 0.03%
17,234
-436
146
$418K 0.03%
3,755
-119
147
$409K 0.03%
4,172
-1,043
148
$395K 0.03%
3,462
+97
149
$378K 0.03%
5,316
-77
150
$375K 0.03%
16,698
-228,361
4 5
6
7 8