WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
-$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$6.94M
3
+$6.15M
4
MDLZ icon
Mondelez International
MDLZ
+$4.97M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.44M

Top Sells

1
+$13M
2
+$4.6M
3
+$3.71M
4
KHC icon
Kraft Heinz
KHC
+$3.54M
5
SLB icon
SLB Ltd
SLB
+$3.33M

Sector Composition

1 Financials 17.14%
2 Technology 12.38%
3 Healthcare 10.81%
4 Consumer Discretionary 9.83%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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