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
$1.52B
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$14.8M
3 +$9.4M
4
DD icon
DuPont de Nemours
DD
+$6.93M
5
DFS
Discover Financial Services
DFS
+$6.08M

Top Sells

1 +$22.3M
2 +$16.8M
3 +$6.49M
4
TGT icon
Target
TGT
+$6.35M
5
SMG icon
ScottsMiracle-Gro
SMG
+$5.51M

Sector Composition

1 Financials 14.9%
2 Technology 14.06%
3 Healthcare 13.7%
4 Industrials 10.4%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$302K 0.02%
10,080
-2,395
177
$302K 0.02%
7,290
178
$295K 0.02%
7,167
+200
179
$293K 0.02%
3,065
180
$289K 0.02%
3,578
-201
181
$288K 0.02%
3,302
+100
182
$275K 0.02%
1,588
+7
183
$273K 0.02%
2,972
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184
$264K 0.02%
4,746
185
$261K 0.02%
2,512
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186
$256K 0.02%
4,621
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187
$249K 0.02%
7,520
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188
$247K 0.02%
20,450
-50
189
$244K 0.02%
5,675
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190
$237K 0.02%
3,997
-92,861
191
$236K 0.02%
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192
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193
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+2,275
194
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4,253
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195
$227K 0.02%
2,008
196
$227K 0.02%
4,585
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197
$223K 0.01%
3,620
198
$222K 0.01%
3,590
-231
199
$220K 0.01%
2,400
200
$216K 0.01%
+2,310