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
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.55M
3
+$8.14M
4
UBER icon
Uber
UBER
+$7.99M
5
DD icon
DuPont de Nemours
DD
+$6.11M

Top Sells

1
+$21.2M
2
+$16.7M
3
+$3.9M
4
SLB icon
SLB Limited
SLB
+$3.89M
5
OXY icon
Occidental Petroleum
OXY
+$3.46M

Sector Composition

1 Financials 16.9%
2 Technology 15.95%
3 Consumer Discretionary 10.27%
4 Healthcare 9.72%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.8M 4.16%
256,369
+6,086
2
$69.1M 3.7%
1,110,480
-16,952
3
$59.2M 3.17%
330,788
-8,518
4
$54M 2.89%
347,150
-3,172
5
$52.3M 2.8%
924,977
+22,978
6
$50.6M 2.71%
405,345
+257
7
$50.3M 2.69%
566,300
-5,840
8
$47.8M 2.56%
158,447
-3,360
9
$41.8M 2.24%
291,620
-2,249
10
$41.5M 2.22%
812,109
-6,595
11
$40.5M 2.17%
241,087
+6,633
12
$35.5M 1.9%
104,334
-1,484
13
$34.5M 1.85%
548,380
+1,220
14
$34.4M 1.84%
330,520
-5,826
15
$33.6M 1.8%
1,073,193
-26,333
16
$32.2M 1.72%
137,147
-1,936
17
$31.8M 1.7%
170,650
-4,742
18
$27.4M 1.47%
155,602
-742
19
$24.7M 1.32%
139,549
-2,388
20
$24M 1.28%
67,362
-3,822
21
$23.4M 1.25%
346,525
-2,605
22
$22.4M 1.2%
89,737
-177
23
$21.7M 1.16%
364,440
+6,884
24
$20.3M 1.09%
106,121
-764
25
$19.7M 1.05%
325,765
+4,612
1
2 3 4 5