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
$1.71B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$10.3M
3
+$3.65M
4
IBM icon
IBM
IBM
+$2.53M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.96M

Top Sells

1
+$13.3M
2
+$9.27M
3
+$4.74M
4
AMZN icon
Amazon
AMZN
+$4.67M
5
NWL icon
Newell Brands
NWL
+$4.01M

Sector Composition

1 Financials 18.82%
2 Technology 12.05%
3 Healthcare 10.16%
4 Consumer Discretionary 10.15%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.2M 0.71%
188,012
-5,617
52
$11.7M 0.69%
108,392
-43,752
53
$11.4M 0.67%
127,834
-7,251
54
$11M 0.64%
111,682
+104,906
55
$10.9M 0.64%
188,417
-4,890
56
$10.9M 0.64%
119,214
-3,453
57
$10.9M 0.64%
95,660
-2,777
58
$10.7M 0.63%
206,556
+12,283
59
$10.6M 0.62%
315,694
-15,816
60
$10.6M 0.62%
284,254
-17,924
61
$9.75M 0.57%
97,080
+1,620
62
$9.6M 0.56%
223,825
-7,408
63
$9.44M 0.55%
64,981
-1,198
64
$9.42M 0.55%
83,301
+478
65
$9.36M 0.55%
88,403
-7,193
66
$9.16M 0.54%
21,911
+281
67
$9.06M 0.53%
89,745
+813
68
$9.03M 0.53%
82,288
-1,982
69
$8.95M 0.52%
52,501
-563
70
$8.8M 0.52%
60,021
+17,251
71
$8.5M 0.5%
88,276
-684
72
$8.4M 0.49%
166,332
+33,543
73
$8.31M 0.49%
60,744
-2,545
74
$7.96M 0.47%
110,686
-2,415
75
$7.78M 0.46%
96,997
-1,173
1 2
3
4 5