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
$1.39B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.03M
3
+$5.64M
4
WHR icon
Whirlpool
WHR
+$4.13M
5
MMM icon
3M
MMM
+$3.53M

Top Sells

1
+$19.8M
2
+$8.36M
3
+$6.03M
4
INTC icon
Intel
INTC
+$4.61M
5
EMR icon
Emerson Electric
EMR
+$4.36M

Sector Composition

1 Financials 15.91%
2 Technology 14.05%
3 Healthcare 13.83%
4 Industrials 9.36%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.4M 2.78%
352,033
-5,079
2
$36.2M 2.61%
1,312,144
-82,672
3
$35.7M 2.58%
513,116
-13,233
4
$34.7M 2.5%
359,427
-2,520
5
$33.3M 2.41%
857,380
+9,272
6
$33M 2.38%
527,171
-2,555
7
$31.7M 2.29%
618,271
-4,941
8
$30.3M 2.19%
497,631
+1,900
9
$30.3M 2.19%
407,591
+168
10
$28.5M 2.06%
233,355
-723
11
$28.3M 2.05%
264,798
+567
12
$25.9M 1.87%
393,133
+2,442
13
$22.3M 1.61%
371,558
-41,196
14
$22.2M 1.6%
865,600
+58,940
15
$22.1M 1.59%
186,328
-985
16
$21.6M 1.56%
551,684
-213,713
17
$21.5M 1.55%
154,463
-428
18
$21.4M 1.54%
136,320
-9,320
19
$20.8M 1.5%
384,344
+1,070
20
$20.6M 1.49%
362,909
+1,692
21
$20.2M 1.46%
301,213
+1,028
22
$19.8M 1.43%
620,880
+66,360
23
$19.5M 1.41%
507,244
-1,294
24
$19.1M 1.38%
237,254
+5,646
25
$18.7M 1.35%
326,823
+12
1
2 3 4 5