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
$1.51B
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$8.24M
3
+$6.38M
4
MDT icon
Medtronic
MDT
+$5.88M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.35M

Top Sells

1
+$15.3M
2
+$12.7M
3
+$8.29M
4
BAX icon
Baxter International
BAX
+$5.31M
5
CAT icon
Caterpillar
CAT
+$4.68M

Sector Composition

1 Healthcare 15%
2 Financials 14.02%
3 Technology 12.55%
4 Industrials 10.62%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$317K 0.02%
4,462
-1,822
177
$309K 0.02%
1,581
178
$303K 0.02%
7,630
+400
179
$302K 0.02%
7,290
180
$297K 0.02%
3,779
-27
181
$291K 0.02%
4,008
182
$284K 0.02%
2,578
-615
183
$284K 0.02%
2,918
-300
184
$273K 0.02%
2,009
+498
185
$267K 0.02%
20,500
-4,000
186
$266K 0.02%
4,376
187
$263K 0.02%
1,900
+50
188
$260K 0.02%
3,821
-638
189
$260K 0.02%
4,746
+192
190
$251K 0.02%
6,967
+378
191
$248K 0.02%
5,010
-66
192
$246K 0.02%
5,600
-262
193
$244K 0.02%
4,950
194
$230K 0.02%
+2,008
195
$230K 0.02%
3,620
-11
196
$228K 0.02%
2,400
197
$220K 0.01%
3,104
198
$216K 0.01%
1,098
-410
199
$212K 0.01%
1,046
+3
200
$210K 0.01%
2,080
-17
5 6 7
8
9