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
-$80K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$6.28M
3
+$5.83M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.93M
5
CMCSA icon
Comcast
CMCSA
+$1.79M

Top Sells

1
+$6.87M
2
+$5.93M
3
+$5.66M
4
AAPL icon
Apple
AAPL
+$2.02M
5
CVX icon
Chevron
CVX
+$1.71M

Sector Composition

1 Financials 14.34%
2 Healthcare 13.86%
3 Technology 13.59%
4 Industrials 11.36%
5 Energy 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$826K 0.06%
10,853
-13
127
$714K 0.05%
24,394
-2,216
128
$702K 0.05%
5,604
-193
129
$701K 0.05%
10,752
-202
130
$679K 0.05%
15,410
131
$664K 0.05%
21,757
132
$655K 0.05%
3,308
-281
133
$646K 0.05%
5,535
+432
134
$639K 0.05%
10,306
135
$633K 0.05%
7,234
-50
136
$591K 0.04%
12,956
137
$586K 0.04%
14,098
-1,363
138
$551K 0.04%
18,932
139
$525K 0.04%
49,122
140
$522K 0.04%
5,672
-2,034
141
$518K 0.04%
9,143
-140
142
$517K 0.04%
5,707
143
$491K 0.04%
6,013
-320
144
$488K 0.04%
9,674
+816
145
$461K 0.03%
10,034
-914
146
$437K 0.03%
4,128
-25
147
$436K 0.03%
6,567
148
$434K 0.03%
4,274
149
$425K 0.03%
5,693
-9
150
$424K 0.03%
9,708
4 5
6
7 8