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
$1.58B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.99M
3
+$5.56M
4
NEE icon
NextEra Energy
NEE
+$5.5M
5
USB icon
US Bancorp
USB
+$4.42M

Top Sells

1
+$25.1M
2
+$17.6M
3
+$11.2M
4
SNCR icon
Synchronoss Technologies
SNCR
+$9.32M
5
CTSH icon
Cognizant
CTSH
+$6.85M

Sector Composition

1 Financials 17.46%
2 Technology 11.76%
3 Healthcare 11.61%
4 Industrials 9.05%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.7M 3.34%
383,469
+7,817
2
$49.6M 3.15%
1,060,472
+18,716
3
$45.9M 2.91%
1,276,980
-36,396
4
$40.7M 2.58%
462,982
-16,412
5
$39.8M 2.52%
448,082
-20,768
6
$39.7M 2.52%
168,572
+10,591
7
$34.8M 2.21%
784,960
-27,520
8
$34.2M 2.17%
260,498
-2,722
9
$31.8M 2.01%
206,844
-9,395
10
$31.1M 1.97%
360,594
-12,171
11
$29.5M 1.87%
1,252,160
-39,619
12
$29.4M 1.86%
358,722
-14,015
13
$26.4M 1.68%
336,816
+4,695
14
$25.9M 1.64%
610,380
-15,280
15
$25.4M 1.61%
178,656
-4,402
16
$24.9M 1.58%
140,519
-4,532
17
$23.9M 1.51%
166,767
-7,602
18
$23.9M 1.51%
428,802
-102,592
19
$23.5M 1.49%
477,059
-755
20
$23.4M 1.48%
163,790
+10,421
21
$22.7M 1.44%
637,149
-23,825
22
$22.5M 1.42%
282,391
-8,047
23
$21.8M 1.38%
365,760
-115,088
24
$21.5M 1.36%
344,490
-11,031
25
$20.3M 1.28%
476,138
-27,121
1
2 3 4 5