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
$1.52B
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$14.8M
3
+$9.4M
4
DD icon
DuPont de Nemours
DD
+$6.93M
5
DFS
Discover Financial Services
DFS
+$6.08M

Top Sells

1
+$22.3M
2
+$16.8M
3
+$6.49M
4
TGT icon
Target
TGT
+$6.35M
5
SMG icon
ScottsMiracle-Gro
SMG
+$5.51M

Sector Composition

1 Financials 14.9%
2 Technology 14.06%
3 Healthcare 13.7%
4 Industrials 10.4%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$473K 0.03%
7,304
152
$456K 0.03%
2,200
-1,071
153
$449K 0.03%
41,238
-8,025
154
$440K 0.03%
4,958
+273
155
$425K 0.03%
10,722
-1,785
156
$420K 0.03%
4,548
157
$401K 0.03%
4,050
158
$398K 0.03%
5,393
159
$395K 0.03%
6,809
-1,244
160
$382K 0.03%
3,068
161
$379K 0.03%
2,997
-54
162
$379K 0.03%
85,440
163
$378K 0.02%
3,295
-49
164
$374K 0.02%
9,628
+6
165
$367K 0.02%
3,952
-200
166
$362K 0.02%
4,327
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167
$357K 0.02%
6,580
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168
$354K 0.02%
3,640
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169
$342K 0.02%
8,163
170
$337K 0.02%
3,162
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171
$332K 0.02%
4,959
-300
172
$327K 0.02%
4,189
-160
173
$319K 0.02%
5,421
174
$316K 0.02%
7,630
175
– –
0
5 6
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8 9