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
$1.48B
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$4.82M
3
+$3.47M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.58M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.88M

Top Sells

1
+$19.1M
2
+$10.2M
3
+$4.17M
4
XOM icon
Exxon Mobil
XOM
+$1.92M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.28M

Sector Composition

1 Financials 14.73%
2 Healthcare 14.57%
3 Technology 11.2%
4 Industrials 8.96%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.5M 1.25%
487,716
+1,339
27
$18.2M 1.23%
230,135
-4,831
28
$17.9M 1.21%
1,348,865
-11,705
29
$17.1M 1.16%
371,484
-1,555
30
$16.8M 1.14%
149,156
+11,213
31
$16.7M 1.13%
310,518
-10,217
32
$16.4M 1.11%
128,579
-4,908
33
$16.3M 1.1%
446,509
+17,218
34
$16.2M 1.1%
203,953
-5,606
35
$16.2M 1.1%
398,435
-10,234
36
$15.8M 1.07%
104,910
-880
37
$15.6M 1.05%
137,523
+1,675
38
$15.5M 1.05%
247,183
-7,126
39
$14.8M 1%
150,426
-5,683
40
$14.6M 0.99%
316,695
+11,225
41
$14.2M 0.96%
338,790
-14,739
42
$13.7M 0.93%
59,298
+1,781
43
$13.6M 0.92%
109,443
-3,136
44
$13.5M 0.91%
47,089
-180
45
$13.4M 0.9%
409,226
+21,828
46
$13.3M 0.9%
159,828
-6,394
47
$13.3M 0.9%
109,570
-1,349
48
$12.5M 0.85%
118,143
-2,612
49
$12.5M 0.84%
137,755
+720
50
$12.4M 0.84%
174,160
+19,072
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