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
$1.36B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.21M
3
+$2.47M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.99M
5
CELG
Celgene Corp
CELG
+$1.97M

Top Sells

1
+$12.2M
2
+$6.08M
3
+$4.78M
4
NOV icon
NOV
NOV
+$2.51M
5
CVS icon
CVS Health
CVS
+$947K

Sector Composition

1 Technology 14.17%
2 Financials 13.57%
3 Healthcare 13.26%
4 Industrials 11.68%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.3M 3.1%
419,804
-6,173
2
$35.9M 2.63%
1,545,128
-9,600
3
$33.4M 2.45%
636,387
-5,795
4
$30.7M 2.25%
258,179
+20,765
5
$29.6M 2.17%
250,910
-40,525
6
$29.5M 2.16%
390,968
-12,569
7
$29.1M 2.13%
552,928
-13,812
8
$28.8M 2.11%
403,829
-3,201
9
$27.4M 2.01%
560,530
-9,382
10
$27M 1.98%
471,249
-11,134
11
$26.8M 1.97%
243,625
+9,773
12
$26.7M 1.96%
657,952
+49,004
13
$26.6M 1.95%
461,172
-4,534
14
$25.1M 1.84%
316,710
-7,976
15
$22.6M 1.66%
438,437
-6,968
16
$22.4M 1.64%
153,443
-2,418
17
$21.3M 1.56%
84,346
-849
18
$21.1M 1.55%
656,450
-4,244
19
$21.1M 1.55%
832,241
-7,421
20
$21.1M 1.55%
313,545
-2,305
21
$21.1M 1.54%
288,971
-3,011
22
$20.7M 1.51%
302,285
+7,463
23
$20.3M 1.49%
139,320
-3,682
24
$20.1M 1.47%
402,203
-14,552
25
$20.1M 1.47%
195,135
-4,183
1
2 3 4 5