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
$1.68B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.87M
3
+$4.48M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.24M
5
HSIC icon
Henry Schein
HSIC
+$1.54M

Top Sells

1
+$11.3M
2
+$10.8M
3
+$6.44M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$4.82M
5
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$4.28M

Sector Composition

1 Financials 18.05%
2 Healthcare 12.05%
3 Technology 11.26%
4 Consumer Discretionary 9.58%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.5M 0.68%
6,264
+52
52
$11.3M 0.67%
83,823
-2,704
53
$11.2M 0.67%
331,485
-1,210
54
$11M 0.65%
299,692
+11,812
55
$10.9M 0.65%
+84,862
56
$10.9M 0.65%
99,308
-637
57
$10.8M 0.64%
293,536
-175,422
58
$10.4M 0.62%
91,828
-3,372
59
$10.2M 0.61%
118,876
-1,387
60
$9.87M 0.59%
+103,858
61
$9.75M 0.58%
52,296
-286
62
$9.51M 0.57%
83,754
+870
63
$9.39M 0.56%
95,265
+2,438
64
$9.38M 0.56%
21,010
+121
65
$8.73M 0.52%
63,912
+127
66
$8.69M 0.52%
60,948
+1,320
67
$8.51M 0.51%
181,266
+10,731
68
$8.26M 0.49%
88,442
-1,263
69
$8.04M 0.48%
66,921
-13,612
70
$7.96M 0.47%
58,594
+7,922
71
$7.85M 0.47%
204,032
-5,401
72
$7.65M 0.46%
98,410
+1,054
73
$7.58M 0.45%
225,245
-61
74
$7.37M 0.44%
95,840
+395
75
$7.19M 0.43%
111,502
+519
1 2
3
4 5