WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$10.2M
3 +$6.81M
4
WHR icon
Whirlpool
WHR
+$4.75M
5
MMM icon
3M
MMM
+$3.67M

Top Sells

1 +$18.5M
2 +$8.48M
3 +$6.28M
4
EMR icon
Emerson Electric
EMR
+$4.85M
5
INTC icon
Intel
INTC
+$4.43M

Sector Composition

1 Financials 15.91%
2 Technology 14.05%
3 Healthcare 13.83%
4 Industrials 9.36%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
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5,410
-11
177
$267K 0.02%
4,427
+238
178
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3,020
-275
179
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180
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181
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2,146
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182
$244K 0.02%
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183
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184
$232K 0.02%
+7,356
185
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2,628
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186
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187
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188
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189
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191
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192
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193
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6,471
194
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195
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2,275
196
$203K 0.01%
4,378
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197
0
198
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10,685
199
$134K 0.01%
6,208
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200
$91K 0.01%
135,461