WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
AMZN icon
Amazon
AMZN
+$12M
5
GILD icon
Gilead Sciences
GILD
+$8.73M

Top Sells

1
+$22.8M
2
+$20.1M
3
+$13.9M
4
IBM icon
IBM
IBM
+$12.9M
5
NUE icon
Nucor
NUE
+$5.79M

Sector Composition

1 Financials 14.35%
2 Technology 13.99%
3 Healthcare 13.34%
4 Industrials 11%
5 Energy 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.6M 3.13%
425,977
+12,382
2
$35M 2.64%
291,435
-11,555
3
$31.9M 2.4%
642,182
-3,749
4
$30.6M 2.3%
566,740
-20,324
5
$30.2M 2.27%
403,537
-3,981
6
$29.8M 2.24%
1,554,728
-42,336
7
$29.6M 2.22%
407,030
-4,001
8
$28.8M 2.17%
569,912
+3,970
9
$28.3M 2.13%
465,706
-5,405
10
$27.6M 2.08%
237,414
+40,041
11
$26.1M 1.96%
482,383
-1,970
12
$25.6M 1.93%
324,686
-12,188
13
$25.1M 1.88%
445,405
-8,933
14
$24.5M 1.84%
233,852
-1,145
15
$23.6M 1.77%
608,948
+116,248
16
$22.1M 1.66%
+143,002
17
$22M 1.65%
315,850
-3,279
18
$21.8M 1.64%
109,720
-3,864
19
$21.5M 1.62%
85,195
-167
20
$21.5M 1.62%
291,982
-3,261
21
$21.3M 1.6%
660,694
+25,965
22
$20.8M 1.57%
155,861
-2,851
23
$19.9M 1.5%
199,318
+615
24
$19.8M 1.49%
294,822
+65,347
25
$18.6M 1.4%
416,755
-1,228
1
2 3 4 5