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
$1.87B
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.4M
3
+$7.74M
4
MMC icon
Marsh & McLennan
MMC
+$4.75M
5
SIVB
SVB Financial Group
SIVB
+$3.75M

Top Sells

1
+$9.82M
2
+$6.72M
3
+$5.94M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$5.14M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.12M

Sector Composition

1 Financials 18.47%
2 Technology 12.77%
3 Consumer Discretionary 10.39%
4 Healthcare 10.37%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.2M 3.44%
1,137,928
-50,576
2
$62.6M 3.35%
624,660
-40,600
3
$61M 3.26%
361,642
-30,507
4
$59.2M 3.17%
203,628
+41,950
5
$54.7M 2.93%
364,670
-19,112
6
$50.4M 2.7%
913,880
-121,964
7
$47.6M 2.55%
421,651
-16,174
8
$46.9M 2.51%
848,862
-13,161
9
$43.4M 2.32%
116,657
-4,278
10
$42.1M 2.25%
172,522
-9,191
11
$38.2M 2.04%
236,181
-4,117
12
$34.2M 1.83%
1,161,244
-55,012
13
$33.1M 1.77%
548,540
-20,040
14
$31.9M 1.71%
363,022
-25,723
15
$31.6M 1.69%
276,578
-7,935
16
$30.4M 1.63%
357,402
-8,062
17
$29.2M 1.57%
164,227
-5,063
18
$29.1M 1.56%
140,282
-1,156
19
$27.1M 1.45%
186,235
-7,479
20
$26.2M 1.41%
71,430
+1,202
21
$25.3M 1.36%
153,825
-6,378
22
$24.1M 1.29%
353,738
-31,018
23
$23.3M 1.25%
91,494
-1,887
24
$21.1M 1.13%
154,718
-11,502
25
$21M 1.13%
250,864
-10,562
1
2 3 4 5