WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$9.26M
3 +$5.68M
4
NEE icon
NextEra Energy
NEE
+$5.39M
5
USB icon
US Bancorp
USB
+$4.58M

Top Sells

1 +$23.1M
2 +$17.6M
3 +$12.4M
4
CLB icon
Core Laboratories
CLB
+$11.3M
5
CTSH icon
Cognizant
CTSH
+$6.62M

Sector Composition

1 Financials 17.46%
2 Technology 11.76%
3 Healthcare 11.61%
4 Industrials 9.05%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
0
177
$275K 0.02%
2,325
-50
178
$275K 0.02%
3,472
+275
179
$271K 0.02%
2,876
-422
180
$268K 0.02%
2,515
-325
181
$266K 0.02%
22,849
-7,949
182
$266K 0.02%
4,030
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183
$266K 0.02%
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184
$253K 0.02%
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185
$251K 0.02%
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186
$250K 0.02%
3,756
187
$243K 0.02%
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188
$243K 0.02%
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189
$241K 0.02%
4,210
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190
$235K 0.01%
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191
$233K 0.01%
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192
$231K 0.01%
1,051
-42,394
193
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194
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5,050
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195
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1,909
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196
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-89
197
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+100
198
$149K 0.01%
10,685
199
$139K 0.01%
5,783
-162
200
$44K ﹤0.01%
485
-276,734