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
$1.87B
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.55M
3
+$8.14M
4
UBER icon
Uber
UBER
+$7.99M
5
DD icon
DuPont de Nemours
DD
+$6.11M

Top Sells

1
+$21.2M
2
+$16.7M
3
+$3.9M
4
SLB icon
SLB Ltd
SLB
+$3.89M
5
OXY icon
Occidental Petroleum
OXY
+$3.46M

Sector Composition

1 Financials 16.9%
2 Technology 15.95%
3 Consumer Discretionary 10.27%
4 Healthcare 9.72%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$413K 0.02%
10,580
-100
177
$410K 0.02%
4,898
-907
178
$408K 0.02%
1,853
-150
179
$388K 0.02%
26,902
180
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100
181
$361K 0.02%
5,618
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182
$354K 0.02%
5,245
+149
183
$349K 0.02%
3,500
184
$337K 0.02%
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-250
185
$332K 0.02%
6,774
-41
186
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6,033
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187
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3,175
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188
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7,000
189
$316K 0.02%
2,705
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190
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3,100
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191
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192
$295K 0.02%
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193
$281K 0.02%
2,080
194
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2,307
195
$276K 0.01%
3,988
-56,402
196
$270K 0.01%
+12,214
197
$263K 0.01%
3,295
198
$263K 0.01%
9,099
-2,000
199
$263K 0.01%
3,200
-150
200
$256K 0.01%
5,707
6 7
8
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