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
$1.83B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$2.28M
3 +$1.94M
4
CSCO icon
Cisco
CSCO
+$1.17M
5
MSFT icon
Microsoft
MSFT
+$1.13M

Top Sells

1 +$10.1M
2 +$8.73M
3 +$5.6M
4
MMM icon
3M
MMM
+$3.67M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.46M

Sector Composition

1 Financials 17.15%
2 Technology 13.88%
3 Healthcare 9.83%
4 Consumer Discretionary 9.72%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$219K 0.01%
5,675
+192
227
$216K 0.01%
+1,322
228
$211K 0.01%
+1,409
229
$210K 0.01%
+648
230
$210K 0.01%
+1,453
231
$208K 0.01%
+3,713
232
$206K 0.01%
+4,650
233
$179K 0.01%
10,722
+622
234
$96K 0.01%
11,348
235
$22K ﹤0.01%
550
236
$17K ﹤0.01%
594
237
$14K ﹤0.01%
16,000
238
-136,566
239
-3,333
240
-10,000
241
-8,000
242
-1,111
243
-10,000