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
$1.46B
AUM Growth
+$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$9.83M
3 +$5.43M
4
BA icon
Boeing
BA
+$5.06M
5
INTC icon
Intel
INTC
+$5.05M

Top Sells

1 +$12.5M
2 +$6.45M
3 +$5.05M
4
QCOM icon
Qualcomm
QCOM
+$4.84M
5
TPR icon
Tapestry
TPR
+$4.76M

Sector Composition

1 Financials 14.86%
2 Healthcare 14.07%
3 Technology 13.13%
4 Industrials 11.69%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$205K 0.01%
+3,916
202
$203K 0.01%
+3,631
203
$202K 0.01%
+1,982
204
$201K 0.01%
4,015
-2,552
205
$201K 0.01%
+3,287
206
$201K 0.01%
+1,043
207
$150K 0.01%
10,685
208
$121K 0.01%
+135,461
209
$47K ﹤0.01%
+4,950
210
-6,013
211
-2,600
212
-10,660
213
-7,821
214
-3,000
215
-532
216
-358,494
217
0