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
$1.52B
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$14.8M
3
+$9.4M
4
DD icon
DuPont de Nemours
DD
+$6.93M
5
DFS
Discover Financial Services
DFS
+$6.08M

Top Sells

1
+$22.3M
2
+$16.8M
3
+$6.49M
4
TGT icon
Target
TGT
+$6.35M
5
SMG icon
ScottsMiracle-Gro
SMG
+$5.51M

Sector Composition

1 Financials 14.9%
2 Technology 14.06%
3 Healthcare 13.7%
4 Industrials 10.4%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$934K 0.06%
14,280
-35
127
$906K 0.06%
10,683
-998
128
$905K 0.06%
6,697
+333
129
$880K 0.06%
14,336
-453
130
$832K 0.05%
6,711
+173
131
$828K 0.05%
15,410
132
$819K 0.05%
4
133
$801K 0.05%
41,062
134
$792K 0.05%
7,047
-1,194
135
$782K 0.05%
3,356
136
$755K 0.05%
7,130
-466
137
$665K 0.04%
8,554
-95
138
$655K 0.04%
11,479
+100
139
$646K 0.04%
12,532
-900
140
$639K 0.04%
24,205
-1,493
141
$614K 0.04%
19,744
+338
142
$597K 0.04%
11,054
+30
143
$585K 0.04%
15,383
-6,192
144
$566K 0.04%
37,575
145
$551K 0.04%
11,261
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146
$541K 0.04%
9,724
+41
147
$536K 0.04%
22,864
148
$526K 0.03%
19,150
-90
149
$507K 0.03%
5,699
+67
150
$473K 0.03%
6,689
-529
4 5
6
7 8