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
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.21M
3
+$2.47M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.99M
5
CELG
Celgene Corp
CELG
+$1.97M

Top Sells

1
+$12.2M
2
+$6.08M
3
+$4.78M
4
NOV icon
NOV
NOV
+$2.51M
5
CVS icon
CVS Health
CVS
+$947K

Sector Composition

1 Technology 14.17%
2 Financials 13.57%
3 Healthcare 13.26%
4 Industrials 11.68%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$365K 0.03%
4,120
+469
152
$364K 0.03%
3,060
153
$355K 0.03%
79,040
154
– –
0
155
$349K 0.03%
4,102
156
$346K 0.03%
4,425
157
$344K 0.03%
4,392
-13
158
$341K 0.03%
4,805
-145
159
$340K 0.02%
1,728
+294
160
$337K 0.02%
3,214
+72
161
$325K 0.02%
13,083
-3,615
162
$323K 0.02%
27,250
163
$311K 0.02%
9,642
+271
164
$286K 0.02%
7,374
-56
165
$280K 0.02%
3,200
-275
166
$280K 0.02%
7,290
167
$280K 0.02%
2,244
168
$277K 0.02%
3,028
+75
169
$274K 0.02%
5,151
-256
170
$270K 0.02%
4,349
171
$265K 0.02%
+1,568
172
$259K 0.02%
9,356
-794
173
$253K 0.02%
7,821
174
$252K 0.02%
+3,428
175
$247K 0.02%
6,582
+172
4 5 6
7
8