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
$1.36B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.21M
3
+$2.47M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.99M
5
CELG
Celgene Corp
CELG
+$1.97M

Top Sells

1
+$12.2M
2
+$6.08M
3
+$4.78M
4
NOV icon
NOV
NOV
+$2.51M
5
CVS icon
CVS Health
CVS
+$947K

Sector Composition

1 Technology 14.17%
2 Financials 13.57%
3 Healthcare 13.26%
4 Industrials 11.68%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$734K 0.05%
7,706
-425
127
$701K 0.05%
26,610
-7,032
128
$691K 0.05%
7,284
+1,392
129
$668K 0.05%
15,461
-145
130
$667K 0.05%
5,797
+118
131
$657K 0.05%
10,306
+400
132
$614K 0.05%
12,956
133
$601K 0.04%
5,103
+560
134
$589K 0.04%
18,932
-400
135
$536K 0.04%
9,283
-75
136
$525K 0.04%
5,707
-100
137
$523K 0.04%
6,333
-73,660
138
$509K 0.04%
6,567
139
$508K 0.04%
18,946
+1,712
140
$505K 0.04%
49,122
+3,000
141
$468K 0.03%
4,274
142
$465K 0.03%
8,858
-469
143
$460K 0.03%
10,948
-2,186
144
$441K 0.03%
9,708
-365
145
$432K 0.03%
4,153
-19
146
$423K 0.03%
5,702
-442
147
$399K 0.03%
3,462
148
$383K 0.03%
5,353
+37
149
$371K 0.03%
2,968
150
$368K 0.03%
4,050
4 5
6
7 8