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
-$80K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$6.28M
3
+$5.83M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.93M
5
CMCSA icon
Comcast
CMCSA
+$1.79M

Top Sells

1
+$6.87M
2
+$5.93M
3
+$5.66M
4
AAPL icon
Apple
AAPL
+$2.02M
5
CVX icon
Chevron
CVX
+$1.71M

Sector Composition

1 Financials 14.34%
2 Healthcare 13.86%
3 Technology 13.59%
4 Industrials 11.36%
5 Energy 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.1M 2.8%
405,514
-14,290
2
$36.9M 2.7%
1,464,812
-80,316
3
$32.7M 2.4%
630,530
-5,857
4
$30.4M 2.23%
382,070
-8,898
5
$29.7M 2.17%
243,770
-7,140
6
$29.1M 2.13%
546,056
-6,872
7
$28.7M 2.1%
262,567
+4,388
8
$28M 2.05%
706,600
+48,648
9
$27.6M 2.02%
401,232
-2,597
10
$27.5M 2.01%
456,296
-4,876
11
$27.4M 2.01%
249,280
+5,655
12
$25.8M 1.89%
433,769
-4,668
13
$24.7M 1.81%
552,543
-7,987
14
$23.2M 1.7%
310,751
-5,959
15
$22.8M 1.67%
309,057
-4,488
16
$22.7M 1.66%
391,241
-10,962
17
$22.2M 1.63%
151,795
-1,648
18
$21.9M 1.61%
649,354
-7,096
19
$20.6M 1.51%
137,043
-2,277
20
$20.1M 1.48%
286,756
-2,215
21
$20M 1.46%
311,348
+9,063
22
$19.9M 1.46%
83,870
-476
23
$19.8M 1.45%
812,474
-19,767
24
$19.2M 1.41%
355,364
-1,284
25
$18.6M 1.36%
159,143
-1,343
1
2 3 4 5