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
$1.55B
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$7.51M
3
+$5.62M
4
TFC icon
Truist Financial
TFC
+$4.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.55M

Top Sells

1
+$11.3M
2
+$4.56M
3
+$4.06M
4
SE
Spectra Energy Corp Wi
SE
+$2.58M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.42M

Sector Composition

1 Financials 17.67%
2 Healthcare 12.15%
3 Technology 11.64%
4 Industrials 9.69%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.2M 0.79%
101,574
-4,114
52
$10.3M 0.67%
100,111
-1,534
53
$10.3M 0.66%
332,694
-2,651
54
$10.1M 0.65%
26,501
-13
55
$9.94M 0.64%
85,001
-538
56
$9.74M 0.63%
86,096
+2,639
57
$9.71M 0.63%
302,872
-2,426
58
$9.63M 0.62%
64,529
-924
59
$9.45M 0.61%
80,723
-365
60
$9.07M 0.59%
79,083
+594
61
$9.05M 0.59%
109,697
-229
62
$8.88M 0.57%
183,749
+7,499
63
$8.64M 0.56%
535,422
-4,635
64
$8.51M 0.55%
84,974
-13,578
65
$8.44M 0.55%
134,745
-1,876
66
$8.18M 0.53%
51,516
-4,516
67
$8.13M 0.53%
112,022
+3,889
68
$7.86M 0.51%
108,955
-225
69
$7.64M 0.49%
73,306
-42
70
$7.47M 0.48%
51,124
-1,008
71
$7.28M 0.47%
83,402
-840
72
$7.05M 0.46%
92,117
-296
73
$7.02M 0.45%
19,633
+83
74
$6.93M 0.45%
229,270
+2,475
75
$6.89M 0.45%
199,618
+960
1 2
3
4 5