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
201
$255K 0.01%
6,389
202
$254K 0.01%
2,227
203
$250K 0.01%
2,225
204
$245K 0.01%
8,273
-700
205
$240K 0.01%
3,844
206
$237K 0.01%
2,083
-1,232
207
$237K 0.01%
+5,385
208
$233K 0.01%
7,095
-3,566
209
$231K 0.01%
833
-250
210
$230K 0.01%
3,630
-720
211
$222K 0.01%
1,881
-1,624
212
$221K 0.01%
3,534
-3,975
213
$219K 0.01%
1,455
-261
214
$218K 0.01%
4,939
-736
215
$214K 0.01%
+3,750
216
$207K 0.01%
9,519
-1,844
217
$163K 0.01%
10,100
-622
218
$102K 0.01%
11,348
219
$52K ﹤0.01%
+3,333
220
$12K ﹤0.01%
+1,100
221
$12K ﹤0.01%
594
222
$3K ﹤0.01%
+1,111
223
– –
-4,650
224
– –
-4,493
225
– –
-5,325
6 7 8
9
10