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
$1.87B
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.55M
3
+$8.14M
4
UBER icon
Uber
UBER
+$7.99M
5
DD icon
DuPont de Nemours
DD
+$6.11M

Top Sells

1
+$21.2M
2
+$16.7M
3
+$3.9M
4
SLB icon
SLB Ltd
SLB
+$3.89M
5
OXY icon
Occidental Petroleum
OXY
+$3.46M

Sector Composition

1 Financials 16.9%
2 Technology 15.95%
3 Consumer Discretionary 10.27%
4 Healthcare 9.72%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.35M 0.07%
15,410
127
$1.34M 0.07%
16,870
-851
128
$1.31M 0.07%
25,796
-1,000
129
$1.27M 0.07%
8,109
-1
130
$1.24M 0.07%
32,765
-2,299
131
$1.24M 0.07%
13,104
-1,553
132
$1.12M 0.06%
16,374
-2,995
133
$1.12M 0.06%
20,525
-5,066
134
$1.1M 0.06%
19,871
+1,080
135
$1.03M 0.06%
20,450
-2,241
136
$1.03M 0.06%
24,610
-1,272
137
$995K 0.05%
19,984
-1,006
138
$955K 0.05%
6,500
-200
139
$928K 0.05%
28,403
-119,085
140
$857K 0.05%
2,810
+393
141
$812K 0.04%
7,647
+484
142
$807K 0.04%
8,753
+1,123
143
$807K 0.04%
15,638
-7,293
144
$796K 0.04%
6,515
-512
145
$778K 0.04%
8,693
-1,550
146
$766K 0.04%
34,352
+9,000
147
$734K 0.04%
8,451
+135
148
$728K 0.04%
4,434
149
$700K 0.04%
16,506
+5,082
150
$689K 0.04%
29,430
-3,954
4 5
6
7 8