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
$1.36B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$6.21M
3 +$2.47M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.99M
5
CELG
Celgene Corp
CELG
+$1.97M

Top Sells

1 +$12.2M
2 +$6.08M
3 +$4.78M
4
NOV icon
NOV
NOV
+$2.51M
5
CVS icon
CVS Health
CVS
+$947K

Sector Composition

1 Technology 14.17%
2 Financials 13.57%
3 Healthcare 13.26%
4 Industrials 11.68%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$237K 0.02%
+8,260
177
$232K 0.02%
3,000
178
0
179
$225K 0.02%
2,183
180
$225K 0.02%
+2,792
181
$213K 0.02%
+2,170
182
$212K 0.02%
4,554
183
0
184
$210K 0.02%
3,029
185
$204K 0.02%
+3,498
186
$201K 0.01%
+6,660
187
$182K 0.01%
10,660
188
$148K 0.01%
10,685
189
$42K ﹤0.01%
2,600
190
$41K ﹤0.01%
+11,634
191
-3,755
192
-4,678
193
-9,035
194
-10,325
195
-4,804
196
-8,163
197
-1,532
198
-157,957
199
-2,632