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
$1.48B
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$4.82M
3
+$3.47M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.58M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.88M

Top Sells

1
+$19.1M
2
+$10.2M
3
+$4.17M
4
XOM icon
Exxon Mobil
XOM
+$1.92M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.28M

Sector Composition

1 Financials 14.73%
2 Healthcare 14.57%
3 Technology 11.2%
4 Industrials 8.96%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.2M 0.76%
219,020
+269
52
$11.1M 0.75%
331,920
-6,870
53
$9.83M 0.66%
84,254
+49
54
$9.65M 0.65%
172,833
+5,107
55
$9.62M 0.65%
104,705
-678
56
$9.42M 0.64%
64,345
+589
57
$9.03M 0.61%
26,363
-76
58
$8.92M 0.6%
100,592
-1,603
59
$8.92M 0.6%
61,447
-1,373
60
$8.67M 0.59%
76,528
-493
61
$8.49M 0.57%
537,459
+462
62
$8.36M 0.57%
135,078
+805
63
$8.35M 0.56%
77,537
+420
64
$8.05M 0.54%
92,765
-259
65
$7.91M 0.53%
51,993
+1,010
66
$7.89M 0.53%
310,802
+1,914
67
$7.68M 0.52%
28,201
+6,908
68
$7.53M 0.51%
85,140
+1,133
69
$7.39M 0.5%
19,066
+454
70
$7.28M 0.49%
151,036
+752
71
$7.25M 0.49%
72,303
+320
72
$6.99M 0.47%
85,835
+821
73
$6.98M 0.47%
89,530
+7,146
74
$6.78M 0.46%
81,418
+556
75
$6.61M 0.45%
67,530
+2,301
1 2
3
4 5