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
201
$40K ﹤0.01%
4,950
202
$34K ﹤0.01%
563
203
$32K ﹤0.01%
1,235
204
$27K ﹤0.01%
727
-6,683
205
$21K ﹤0.01%
13,941
206
$10K ﹤0.01%
64
207
$7K ﹤0.01%
+194
208
$3K ﹤0.01%
15
209
$2K ﹤0.01%
70
210
-2,725
211
-3,896
212
-4,869
213
-4,146
214
-4,523
215
-2,080
216
-5,594
217
-3,270
218
-3,776
219
-293,006
220
-10,764
221
-744
222
-31,400
223
-2,916
224
-3,451