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
$1.39B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$9.03M
3 +$5.64M
4
WHR icon
Whirlpool
WHR
+$4.13M
5
MMM icon
3M
MMM
+$3.53M

Top Sells

1 +$19.8M
2 +$8.36M
3 +$6.03M
4
INTC icon
Intel
INTC
+$4.61M
5
EMR icon
Emerson Electric
EMR
+$4.36M

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
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156
$351K 0.03%
85,240
-200
157
$342K 0.02%
4,959
158
$341K 0.02%
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$334K 0.02%
7,706
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160
$324K 0.02%
1,412
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161
$323K 0.02%
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162
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163
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3,068
165
$310K 0.02%
3,425
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166
$306K 0.02%
34,122
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167
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169
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5,481
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171
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$287K 0.02%
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173
$286K 0.02%
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