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
$1.25B
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Sells

1 +$13.3M
2 +$9.45M
3 +$5.19M
4
WFC icon
Wells Fargo
WFC
+$4.67M
5
OMC icon
Omnicom Group
OMC
+$3.66M

Sector Composition

1 Technology 17.35%
2 Financials 14.42%
3 Industrials 11.39%
4 Healthcare 10.59%
5 Energy 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
0
177
$266K 0.02%
5,486
+229
178
$266K 0.02%
3,713
+35
179
$261K 0.02%
4,361
+60
180
$260K 0.02%
30,350
+250
181
$257K 0.02%
4,664
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182
$247K 0.02%
8,169
183
$246K 0.02%
3,977
-1
184
$237K 0.02%
3,931
-116
185
$234K 0.02%
7,290
-75
186
$234K 0.02%
+4,006
187
$230K 0.02%
8,160
188
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189
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190
$216K 0.02%
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191
$213K 0.02%
+3,184
192
$203K 0.02%
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193
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10,000
194
$180K 0.01%
13,720
195
$156K 0.01%
30,000
196
$92K 0.01%
20,000
197
$31K ﹤0.01%
2,600
198
-54,512
199
-5,329
200
-10,330