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
$1.46B
AUM Growth
+$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$9.83M
3 +$5.43M
4
BA icon
Boeing
BA
+$5.06M
5
INTC icon
Intel
INTC
+$5.05M

Top Sells

1 +$12.5M
2 +$6.45M
3 +$5.05M
4
QCOM icon
Qualcomm
QCOM
+$4.84M
5
TPR icon
Tapestry
TPR
+$4.76M

Sector Composition

1 Financials 14.86%
2 Healthcare 14.07%
3 Technology 13.13%
4 Industrials 11.69%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$301K 0.02%
7,290
177
$288K 0.02%
+1,581
178
$279K 0.02%
+1,508
179
$278K 0.02%
4,459
-1,872
180
$277K 0.02%
+4,008
181
$273K 0.02%
3,806
+1,127
182
$267K 0.02%
+1,850
183
$257K 0.02%
7,230
+570
184
$248K 0.02%
+2,371
185
$245K 0.02%
+9,840
186
$243K 0.02%
4,554
187
$242K 0.02%
4,376
+27
188
$240K 0.02%
6,589
+523
189
$232K 0.02%
5,076
-266
190
$230K 0.02%
5,862
+1,237
191
$221K 0.02%
5,903
-127,135
192
0
193
$219K 0.02%
+3,104
194
$218K 0.02%
+2,097
195
$215K 0.01%
+1,478
196
$210K 0.01%
+2,400
197
$209K 0.01%
+3,340
198
$208K 0.01%
+1,511
199
$207K 0.01%
+3,861
200
$205K 0.01%
+2,028