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
$1.58B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$9.99M
3 +$5.56M
4
NEE icon
NextEra Energy
NEE
+$5.5M
5
USB icon
US Bancorp
USB
+$4.42M

Top Sells

1 +$25.1M
2 +$17.6M
3 +$11.2M
4
SNCR icon
Synchronoss Technologies
SNCR
+$9.32M
5
CTSH icon
Cognizant
CTSH
+$6.85M

Sector Composition

1 Financials 17.46%
2 Technology 11.76%
3 Healthcare 11.61%
4 Industrials 9.05%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$469K 0.03%
8,494
-1,720
152
$461K 0.03%
4,050
153
$449K 0.03%
4,623
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154
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5,393
155
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156
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+10
157
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158
0
159
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3,331
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162
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163
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165
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166
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167
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$294K 0.02%
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173
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4,184
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174
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2,258
-311
175
$279K 0.02%
5,440
-2,900