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
$1.64B
AUM Growth
+$63.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$5.84M
3
+$4.24M
4
GD icon
General Dynamics
GD
+$4.11M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.6M

Top Sells

1
+$19.8M
2
+$13M
3
+$4.63M
4
WFC icon
Wells Fargo
WFC
+$3.56M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.58M

Sector Composition

1 Financials 17.68%
2 Healthcare 12.04%
3 Technology 10.32%
4 Consumer Discretionary 9.44%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.2M 1.29%
339,773
-4,717
27
$20.9M 1.28%
65,900
+3,244
28
$20.4M 1.24%
631,476
-5,673
29
$20.2M 1.23%
364,547
-64,255
30
$20.1M 1.23%
229,584
-1,260
31
$19.7M 1.2%
296,042
-69,718
32
$18.4M 1.12%
266,883
+19,436
33
$18.3M 1.11%
96,106
+2,670
34
$17.6M 1.07%
270,417
+39,847
35
$17.6M 1.07%
135,739
-343
36
$17.3M 1.05%
607,451
+13,351
37
$17M 1.03%
154,932
+2,951
38
$16.9M 1.03%
152,689
+1,359
39
$16.7M 1.02%
+174,202
40
$16M 0.97%
319,539
+5,089
41
$14.7M 0.89%
110,845
+2,131
42
$14.6M 0.89%
221,593
-977
43
$14.3M 0.87%
33,737
+3,021
44
$13.8M 0.84%
119,744
+846
45
$13.6M 0.83%
109,838
+14,332
46
$13.6M 0.83%
173,563
-8,574
47
$13.5M 0.82%
302,069
+20
48
$12.9M 0.78%
123,481
+6,261
49
$11.9M 0.73%
274,516
+5,650
50
$11.9M 0.72%
95,200
+1,203
1
2
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