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
$1.79B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.89M
3
+$4.85M
4
PG icon
Procter & Gamble
PG
+$3.38M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.87M

Top Sells

1
+$8.73M
2
+$6.42M
3
+$5.55M
4
RHT
Red Hat Inc
RHT
+$5.12M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.98M

Sector Composition

1 Financials 17.23%
2 Technology 13.65%
3 Consumer Discretionary 10.27%
4 Healthcare 9.31%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.4M 1.09%
285,763
-6,381
27
$18.7M 1.05%
107,824
-315
28
$18M 1.01%
319,462
+85
29
$17.4M 0.97%
514,716
-24,547
30
$17.1M 0.96%
122,298
-251
31
$16.8M 0.94%
328,305
+4,810
32
$16.3M 0.91%
346,952
+3,124
33
$15.9M 0.89%
199,066
-1,383
34
$15.3M 0.86%
121,278
-1,033
35
$15.2M 0.85%
129,477
+1,144
36
$14.6M 0.81%
85,469
+209
37
$14.6M 0.81%
109,285
-1,467
38
$14.5M 0.81%
168,459
+7,401
39
$14.4M 0.81%
106,976
+4,659
40
$14.3M 0.8%
89,530
-2,902
41
$14M 0.79%
30,151
-1,068
42
$14M 0.78%
611,667
+24,687
43
$13.8M 0.77%
98,033
+1,873
44
$13.2M 0.74%
640,947
+8,212
45
$12.9M 0.72%
239,071
+299
46
$12.9M 0.72%
67,224
+123
47
$12.6M 0.71%
74,711
+3,017
48
$12.5M 0.7%
113,095
-3,509
49
$12.1M 0.68%
312,635
-14,762
50
$12M 0.67%
224,916
+144
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