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
$1.78B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$8.34M
3
+$6.85M
4
SBUX icon
Starbucks
SBUX
+$6.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.07M

Top Sells

1
+$22.5M
2
+$17.7M
3
+$9.51M
4
CVS icon
CVS Health
CVS
+$9.33M
5
HSIC icon
Henry Schein
HSIC
+$4.51M

Sector Composition

1 Financials 18.74%
2 Technology 11.77%
3 Healthcare 9.93%
4 Consumer Discretionary 9.31%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$524K 0.03%
2,577
+345
152
$524K 0.03%
7,714
+228
153
$499K 0.03%
7,610
154
$487K 0.03%
3,360
+5
155
$474K 0.03%
5,320
-50
156
$469K 0.03%
3,858
+77
157
$464K 0.03%
7,250
-15
158
$460K 0.03%
7,750
+241
159
$438K 0.02%
8,350
160
$418K 0.02%
5,114
161
$417K 0.02%
6,385
-1,255
162
$404K 0.02%
2,418
163
$389K 0.02%
4,184
164
$387K 0.02%
2,623
+2,053
165
$387K 0.02%
+6,119
166
$385K 0.02%
2,836
-5
167
$379K 0.02%
14,000
168
$362K 0.02%
2,208
169
$356K 0.02%
3,569
+185
170
$351K 0.02%
100
171
$343K 0.02%
5,845
+234
172
$342K 0.02%
12,455
-6,450
173
$339K 0.02%
6,774
174
$326K 0.02%
4,050
+11
175
$326K 0.02%
1,481
5 6
7
8 9