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
$1.52B
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$14.8M
3
+$9.4M
4
DD icon
DuPont de Nemours
DD
+$6.93M
5
DFS
Discover Financial Services
DFS
+$6.08M

Top Sells

1
+$22.3M
2
+$16.8M
3
+$6.49M
4
TGT icon
Target
TGT
+$6.35M
5
SMG icon
ScottsMiracle-Gro
SMG
+$5.51M

Sector Composition

1 Financials 14.9%
2 Technology 14.06%
3 Healthcare 13.7%
4 Industrials 10.4%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.6M 2.94%
357,112
+8,957
2
$43.7M 2.88%
1,394,816
-20,956
3
$38M 2.5%
361,947
-10,847
4
$36.1M 2.38%
848,108
+12,780
5
$35.3M 2.33%
526,349
-6,625
6
$35M 2.31%
623,212
-7,701
7
$33.9M 2.23%
407,423
-63
8
$33.6M 2.21%
495,731
+4,494
9
$32.4M 2.13%
529,726
-9,273
10
$30.7M 2.02%
264,231
+1,223
11
$30.4M 2%
234,078
-3,361
12
$29.1M 1.92%
765,397
-20,131
13
$28.5M 1.88%
412,754
-7,896
14
$27.1M 1.79%
390,691
-4,109
15
$25.1M 1.66%
145,640
-2,982
16
$25M 1.65%
383,274
+463
17
$23.2M 1.53%
187,313
-2,127
18
$23.1M 1.52%
300,185
-3,550
19
$22.3M 1.47%
361,217
+1,441
20
$21.7M 1.43%
657,100
+7,389
21
$20.7M 1.37%
326,811
+10,788
22
$20.7M 1.37%
154,891
-2,284
23
$20.7M 1.37%
280,449
-1,515
24
$20.5M 1.35%
237,526
+6,265
25
$20.1M 1.32%
508,538
+4,105
1
2 3 4 5