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
$1.55B
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$7.51M
3
+$5.62M
4
TFC icon
Truist Financial
TFC
+$4.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.55M

Top Sells

1
+$11.3M
2
+$4.56M
3
+$4.06M
4
SE
Spectra Energy Corp Wi
SE
+$2.58M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.42M

Sector Composition

1 Financials 17.67%
2 Healthcare 12.15%
3 Technology 11.64%
4 Industrials 9.69%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.2M 1.31%
503,259
-14,597
27
$19.2M 1.24%
596,964
+29,737
28
$18.9M 1.23%
225,472
-133
29
$17.7M 1.14%
230,885
-5,154
30
$17.6M 1.14%
293,006
-15,033
31
$17.1M 1.1%
127,164
-288
32
$17M 1.1%
157,000
-1,196
33
$16.9M 1.09%
192,624
-6,327
34
$16.9M 1.09%
428,250
-9,913
35
$16.6M 1.07%
350,579
-11,377
36
$16.3M 1.05%
54,018
+2,883
37
$16.3M 1.05%
140,744
-4,933
38
$15.8M 1.03%
296,907
+14,380
39
$15.6M 1.01%
232,005
-9,515
40
$15.5M 1%
141,210
+1,890
41
$15.2M 0.98%
93,906
-2,034
42
$15M 0.97%
43,445
-2,097
43
$13.8M 0.89%
222,359
+1,270
44
$13.8M 0.89%
181,741
+2,920
45
$13.4M 0.87%
231,751
-24,541
46
$13.3M 0.86%
314,449
-29,182
47
$13.3M 0.86%
112,743
+67,130
48
$12.5M 0.81%
119,921
+2,108
49
$12.4M 0.81%
326,288
-29,607
50
$12.2M 0.79%
106,312
-1,599
1
2
3 4 5