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
$1.83B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.28M
3
+$1.94M
4
CSCO icon
Cisco
CSCO
+$1.17M
5
MSFT icon
Microsoft
MSFT
+$1.13M

Top Sells

1
+$10.1M
2
+$8.73M
3
+$5.6M
4
MMM icon
3M
MMM
+$3.67M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.46M

Sector Composition

1 Financials 17.15%
2 Technology 13.88%
3 Healthcare 9.83%
4 Consumer Discretionary 9.72%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.7M 1.08%
106,747
-1,077
27
$19.3M 1.06%
510,644
-4,072
28
$18.3M 1%
321,153
+1,691
29
$18.3M 1%
357,556
+10,604
30
$17.6M 0.96%
109,269
-16
31
$17.5M 0.96%
340,065
+11,760
32
$17.4M 0.95%
124,660
+2,362
33
$16.3M 0.89%
247,639
-52,666
34
$16.1M 0.88%
129,762
+285
35
$16M 0.88%
198,069
-997
36
$15.9M 0.87%
121,030
-248
37
$15.6M 0.85%
616,674
+5,007
38
$15.2M 0.83%
109,035
+2,059
39
$14.9M 0.81%
85,068
-401
40
$14.8M 0.81%
89,302
-228
41
$14.6M 0.8%
167,229
-1,230
42
$14.3M 0.78%
97,843
-190
43
$14.2M 0.78%
30,305
+154
44
$14M 0.76%
74,267
-444
45
$13.6M 0.75%
66,708
-516
46
$13.5M 0.74%
469,760
+79,300
47
$13.5M 0.74%
246,337
+21,421
48
$13.1M 0.72%
318,608
+5,973
49
$12.9M 0.71%
114,239
+1,144
50
$12.7M 0.7%
240,770
+1,699
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2
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