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
$1.39B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$9.03M
3 +$5.64M
4
WHR icon
Whirlpool
WHR
+$4.13M
5
MMM icon
3M
MMM
+$3.53M

Top Sells

1 +$19.8M
2 +$8.36M
3 +$6.03M
4
INTC icon
Intel
INTC
+$4.61M
5
EMR icon
Emerson Electric
EMR
+$4.36M

Sector Composition

1 Financials 15.91%
2 Technology 14.05%
3 Healthcare 13.83%
4 Industrials 9.36%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$822K 0.06%
15,410
127
$781K 0.06%
4
128
$770K 0.06%
5,698
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129
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6,892
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130
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6,822
-225
131
$694K 0.05%
3,356
132
$667K 0.05%
13,905
-431
133
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12,378
-154
134
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10,024
-1,030
135
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36,390
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136
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137
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139
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11,329
-150
140
$530K 0.04%
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141
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21,876
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142
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18,067
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143
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6,378
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144
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145
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146
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15,206
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147
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6,585
-224
148
$432K 0.03%
6,008
-681
149
$420K 0.03%
7,304
150
$378K 0.03%
4,623
+75