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
$1.46B
AUM Growth
+$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.83M
3
+$5.43M
4
BA icon
Boeing
BA
+$5.06M
5
INTC icon
Intel
INTC
+$5.05M

Top Sells

1
+$12.5M
2
+$6.45M
3
+$5.05M
4
QCOM icon
Qualcomm
QCOM
+$4.84M
5
TPR icon
Tapestry
TPR
+$4.76M

Sector Composition

1 Financials 14.86%
2 Healthcare 14.07%
3 Technology 13.13%
4 Industrials 11.69%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.7M 2.73%
1,438,816
-25,996
2
$37.9M 2.6%
409,487
+3,973
3
$36.2M 2.49%
376,094
-5,976
4
$35.4M 2.43%
539,912
-6,144
5
$34.7M 2.38%
632,711
+2,181
6
$33.7M 2.32%
281,883
+19,316
7
$30.7M 2.11%
734,916
+28,316
8
$30.6M 2.11%
395,419
-5,813
9
$30.4M 2.09%
485,955
+29,659
10
$29.9M 2.05%
238,392
-5,378
11
$29.5M 2.03%
257,162
+7,882
12
$28.6M 1.97%
543,082
-9,461
13
$27.5M 1.89%
424,900
-8,869
14
$23.9M 1.64%
304,724
-4,333
15
$23.4M 1.61%
149,821
-1,974
16
$22.6M 1.56%
135,372
-1,671
17
$22.1M 1.52%
384,436
-6,805
18
$21.5M 1.48%
283,397
-3,359
19
$21.3M 1.47%
797,352
-15,122
20
$20.7M 1.42%
157,820
-1,323
21
$20.5M 1.41%
191,276
-2,463
22
$20.3M 1.4%
84,425
+555
23
$20.1M 1.38%
500,792
+703
24
$20M 1.37%
356,855
+1,491
25
$19.5M 1.34%
94,932
+26,409
1
2 3 4 5