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
$1.71B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$10.3M
3
+$3.65M
4
IBM icon
IBM
IBM
+$2.53M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.96M

Top Sells

1
+$13.3M
2
+$9.27M
3
+$4.74M
4
AMZN icon
Amazon
AMZN
+$4.67M
5
NWL icon
Newell Brands
NWL
+$4.01M

Sector Composition

1 Financials 18.82%
2 Technology 12.05%
3 Healthcare 10.16%
4 Consumer Discretionary 10.15%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
27
-4,631
227
$1K ﹤0.01%
40
-41
228
– –
-10,685
229
– –
-129,640
230
– –
-3,027
231
– –
-2,838
232
– –
-4,165
6 7 8 9
10