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
$1.78B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$8.34M
3
+$6.85M
4
SBUX icon
Starbucks
SBUX
+$6.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.07M

Top Sells

1
+$22.5M
2
+$17.7M
3
+$9.51M
4
CVS icon
CVS Health
CVS
+$9.33M
5
HSIC icon
Henry Schein
HSIC
+$4.51M

Sector Composition

1 Financials 18.74%
2 Technology 11.77%
3 Healthcare 9.93%
4 Consumer Discretionary 9.31%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$229K 0.01%
18,291
+725
202
$222K 0.01%
1,897
-112
203
$221K 0.01%
+3,345
204
$221K 0.01%
3,911
205
$220K 0.01%
+5,826
206
$220K 0.01%
4,165
207
$219K 0.01%
8,414
208
$217K 0.01%
1,744
209
$216K 0.01%
+1,589
210
$215K 0.01%
+3,027
211
$212K 0.01%
+2,838
212
$210K 0.01%
+4,080
213
$207K 0.01%
5,164
214
$148K 0.01%
10,685
215
$142K 0.01%
5,670
216
$120K 0.01%
10,185
217
$108K 0.01%
970
+485
218
$74K ﹤0.01%
1,126
+563
219
$74K ﹤0.01%
1,022
-3,379
220
$60K ﹤0.01%
1,322
+661
221
$51K ﹤0.01%
19,000
-12,400
222
$46K ﹤0.01%
720
+360
223
$31K ﹤0.01%
1,235
224
$21K ﹤0.01%
13,941
225
$16K ﹤0.01%
388
+194
6 7 8
9
10