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
$1.71B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$18.2M
2 +$10.6M
3 +$3.87M
4
IBM icon
IBM
IBM
+$2.61M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2M

Top Sells

1 +$12.5M
2 +$10.4M
3 +$4.75M
4
AMZN icon
Amazon
AMZN
+$4.61M
5
NWL icon
Newell Brands
NWL
+$4.01M

Sector Composition

1 Financials 18.82%
2 Technology 12.05%
3 Healthcare 10.16%
4 Consumer Discretionary 10.15%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$309K 0.02%
2,775
177
$296K 0.02%
12,303
-152
178
$292K 0.02%
3,780
179
$283K 0.02%
4,806
-1,313
180
$281K 0.02%
2,080
181
$280K 0.02%
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182
$280K 0.02%
100
183
$277K 0.02%
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-525
184
$277K 0.02%
2,275
-50
185
$271K 0.02%
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186
$267K 0.02%
5,280
187
$265K 0.02%
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188
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189
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190
$260K 0.02%
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191
$260K 0.02%
1,298
-50
192
$256K 0.02%
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-168
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$245K 0.01%
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194
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195
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196
$233K 0.01%
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197
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198
$228K 0.01%
+2,194
199
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4,302
-257
200
$222K 0.01%
1,897