WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1 +$19.7M
2 +$15.5M
3 +$8.38M
4
DD icon
DuPont de Nemours
DD
+$6.93M
5
DFS
Discover Financial Services
DFS
+$6.19M

Top Sells

1 +$22.3M
2 +$15.9M
3 +$7.2M
4
TGT icon
Target
TGT
+$6.3M
5
SMG icon
ScottsMiracle-Gro
SMG
+$5.89M

Sector Composition

1 Financials 14.9%
2 Technology 14.06%
3 Healthcare 13.7%
4 Industrials 10.4%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$215K 0.01%
+6,454
202
$212K 0.01%
1,494
-515
203
$210K 0.01%
1,141
+43
204
$204K 0.01%
3,104
205
$203K 0.01%
6,471
206
$201K 0.01%
+3,838
207
$159K 0.01%
7,025
208
$147K 0.01%
10,685
209
$115K 0.01%
135,461
210
$96K 0.01%
4,950
211
-2,403
212
-2,080
213
-8,650
214
-3,287
215
-1,046
216
-134,566
217
-3,651
218
-1,759
219
-689
220
-3,850