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
$1.71B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$10.3M
3
+$3.65M
4
IBM icon
IBM
IBM
+$2.53M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.96M

Top Sells

1
+$13.3M
2
+$9.27M
3
+$4.74M
4
AMZN icon
Amazon
AMZN
+$4.67M
5
NWL icon
Newell Brands
NWL
+$4.01M

Sector Composition

1 Financials 18.82%
2 Technology 12.05%
3 Healthcare 10.16%
4 Consumer Discretionary 10.15%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21M 1.23%
358,882
-3,664
27
$19.8M 1.16%
93,516
-3,914
28
$18.6M 1.09%
116,452
-57,988
29
$18.4M 1.08%
228,714
-38,029
30
$18.2M 1.07%
214,605
+200,629
31
$18.1M 1.06%
33,488
-1,149
32
$17.8M 1.04%
306,776
-22,443
33
$17.4M 1.02%
319,868
-17,085
34
$16.7M 0.98%
108,636
-5,687
35
$15.9M 0.93%
591,280
-11,108
36
$15.6M 0.91%
297,773
-40,333
37
$14.6M 0.86%
113,976
-280
38
$14.1M 0.83%
294,493
-8,389
39
$14.1M 0.82%
123,432
-2,686
40
$13.9M 0.82%
168,821
-1,134
41
$13.8M 0.81%
107,284
+2,100
42
$13.7M 0.81%
669,906
-8,597
43
$13.6M 0.8%
89,773
+3,591
44
$12.8M 0.75%
314,656
+5,828
45
$12.8M 0.75%
205,727
-10,296
46
$12.8M 0.75%
117,035
-1,839
47
$12.7M 0.74%
277,574
-11,080
48
$12.6M 0.74%
91,101
+26,378
49
$12.4M 0.73%
115,907
-35,690
50
$12.2M 0.72%
66,471
-1,441
1
2
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