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
$1.58B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$9.99M
3 +$5.56M
4
NEE icon
NextEra Energy
NEE
+$5.5M
5
USB icon
US Bancorp
USB
+$4.42M

Top Sells

1 +$25.1M
2 +$17.6M
3 +$11.2M
4
SNCR icon
Synchronoss Technologies
SNCR
+$9.32M
5
CTSH icon
Cognizant
CTSH
+$6.85M

Sector Composition

1 Financials 17.46%
2 Technology 11.76%
3 Healthcare 11.61%
4 Industrials 9.05%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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12,331
-508
127
$705K 0.04%
11,294
-10
128
$687K 0.04%
21,466
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129
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3,308
131
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27,180
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132
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19,502
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133
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134
$612K 0.04%
79,040
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135
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136
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137
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8,330
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32,325
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139
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6,238
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140
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6,428
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143
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6,657
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144
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145
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4,542
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146
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15,230
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32,130
148
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6,428
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$478K 0.03%
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150
$473K 0.03%
13,062
-200