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
-$80K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$6.28M
3
+$5.83M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.93M
5
CMCSA icon
Comcast
CMCSA
+$1.79M

Top Sells

1
+$6.87M
2
+$5.93M
3
+$5.66M
4
AAPL icon
Apple
AAPL
+$2.02M
5
CVX icon
Chevron
CVX
+$1.71M

Sector Composition

1 Financials 14.34%
2 Healthcare 13.86%
3 Technology 13.59%
4 Industrials 11.36%
5 Energy 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$396K 0.03%
5,659
+1,267
152
$371K 0.03%
4,050
153
$364K 0.03%
5,263
-90
154
– –
0
155
$363K 0.03%
27,250
156
$357K 0.03%
1,802
+74
157
$357K 0.03%
4,548
+123
158
$356K 0.03%
2,957
-103
159
$356K 0.03%
6,331
-105,503
160
$355K 0.03%
4,102
161
– –
0
162
$349K 0.03%
3,942
-178
163
$337K 0.02%
3,068
+100
164
$333K 0.02%
9,642
165
$330K 0.02%
13,116
+33
166
$309K 0.02%
79,040
167
$306K 0.02%
6,860
-514
168
$302K 0.02%
5,342
+191
169
$298K 0.02%
4,625
-180
170
$298K 0.02%
3,024
-190
171
$291K 0.02%
3,028
172
$291K 0.02%
7,290
173
$270K 0.02%
3,200
174
$259K 0.02%
2,298
+54
175
$254K 0.02%
1,425
-143
4 5 6
7
8