WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$10.2M
3 +$6.81M
4
WHR icon
Whirlpool
WHR
+$4.75M
5
MMM icon
3M
MMM
+$3.67M

Top Sells

1 +$18.5M
2 +$8.48M
3 +$6.28M
4
EMR icon
Emerson Electric
EMR
+$4.85M
5
INTC icon
Intel
INTC
+$4.43M

Sector Composition

1 Financials 15.91%
2 Technology 14.05%
3 Healthcare 13.83%
4 Industrials 9.36%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$377K 0.03%
4,050
152
$370K 0.03%
3,384
+319
153
$362K 0.03%
5,393
154
$358K 0.03%
4,300
-658
155
$357K 0.03%
21,759
-1,105
156
$351K 0.03%
85,240
-200
157
$342K 0.02%
4,959
158
$341K 0.02%
2,890
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159
$334K 0.02%
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$324K 0.02%
1,412
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161
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162
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3,068
165
$310K 0.02%
3,425
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166
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34,122
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173
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1,556
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174
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1,348
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175
$272K 0.02%
8,308
-2,414