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
$1.51B
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$8.24M
3
+$6.38M
4
MDT icon
Medtronic
MDT
+$5.88M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.35M

Top Sells

1
+$15.3M
2
+$12.7M
3
+$8.29M
4
BAX icon
Baxter International
BAX
+$5.31M
5
CAT icon
Caterpillar
CAT
+$4.68M

Sector Composition

1 Healthcare 15%
2 Financials 14.02%
3 Technology 12.55%
4 Industrials 10.62%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44M 2.92%
1,415,772
-23,044
2
$43.3M 2.87%
348,155
+66,272
3
$38.5M 2.55%
372,794
-3,300
4
$36.2M 2.4%
835,328
+100,412
5
$34.9M 2.31%
532,974
-6,938
6
$34.6M 2.3%
407,486
-2,001
7
$34.3M 2.28%
630,913
-1,798
8
$33.6M 2.23%
538,999
-4,083
9
$31.9M 2.12%
237,439
-953
10
$30.8M 2.05%
420,650
-4,250
11
$30.8M 2.04%
394,800
-619
12
$30.5M 2.02%
263,008
+5,846
13
$29.8M 1.98%
491,237
+5,282
14
$25.9M 1.72%
785,528
-11,824
15
$25.6M 1.7%
148,622
-1,199
16
$23.8M 1.58%
189,440
-1,836
17
$23.3M 1.54%
281,964
-1,433
18
$22.4M 1.49%
382,811
-1,625
19
$22.3M 1.48%
303,735
-989
20
$22.3M 1.48%
134,566
-806
21
$22.3M 1.48%
107,813
+12,881
22
$22.1M 1.47%
157,175
-645
23
$20.3M 1.35%
316,023
+3,372
24
$20M 1.33%
649,711
+9,328
25
$19.7M 1.31%
359,776
+2,921
1
2 3 4 5