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
$1.64B
AUM Growth
+$63.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$5.84M
3
+$4.24M
4
GD icon
General Dynamics
GD
+$4.11M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.6M

Top Sells

1
+$19.8M
2
+$13M
3
+$4.63M
4
WFC icon
Wells Fargo
WFC
+$3.56M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.58M

Sector Composition

1 Financials 17.68%
2 Healthcare 12.04%
3 Technology 10.32%
4 Consumer Discretionary 9.44%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.6M 0.71%
6,212
+599
52
$11.5M 0.7%
66,236
+1,709
53
$11.4M 0.7%
296,378
-930
54
$10.8M 0.66%
86,527
+1,144
55
$10.6M 0.65%
332,695
+5,419
56
$10.5M 0.64%
82,808
+1,452
57
$10.5M 0.64%
660,299
+92,758
58
$10.2M 0.62%
99,945
+437
59
$10.1M 0.61%
287,880
+30,048
60
$9.86M 0.6%
92,827
+10,109
61
$9.4M 0.57%
82,884
-693
62
$9.36M 0.57%
120,263
+8,032
63
$9.06M 0.55%
52,582
+909
64
$8.97M 0.55%
20,889
+359
65
$8.9M 0.54%
80,533
+1,422
66
$8.67M 0.53%
59,628
+5,590
67
$8.64M 0.53%
97,356
+62
68
$8.44M 0.51%
63,785
+1,051
69
$8.16M 0.5%
63,011
-100,779
70
$8.15M 0.5%
209,433
+6,636
71
$7.74M 0.47%
170,535
+23,129
72
$7.66M 0.47%
89,705
+3,319
73
$7.36M 0.45%
88,379
-7,730
74
$7.31M 0.45%
95,445
+1,328
75
$7.3M 0.45%
49,673
-1,329
1 2
3
4 5