WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$8.34M
3
+$6.85M
4
SBUX icon
Starbucks
SBUX
+$6.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.07M

Top Sells

1
+$22.5M
2
+$17.7M
3
+$9.51M
4
CVS icon
CVS Health
CVS
+$9.33M
5
HSIC icon
Henry Schein
HSIC
+$4.51M

Sector Composition

1 Financials 18.74%
2 Technology 11.77%
3 Healthcare 9.93%
4 Consumer Discretionary 9.31%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K ﹤0.01%
4,950
227
$9K ﹤0.01%
+400
228
$8K ﹤0.01%
30
+15
229
$4K ﹤0.01%
81
+41
230
– –
-45,652
231
– –
-6,868
232
– –
-5,050
233
– –
-1,267
6 7 8 9
10