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
$1.79B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.89M
3
+$4.85M
4
PG icon
Procter & Gamble
PG
+$3.38M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.87M

Top Sells

1
+$8.73M
2
+$6.42M
3
+$5.55M
4
RHT
Red Hat Inc
RHT
+$5.12M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.98M

Sector Composition

1 Financials 17.23%
2 Technology 13.65%
3 Consumer Discretionary 10.27%
4 Healthcare 9.31%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.8M 0.66%
+390,460
52
$11.4M 0.64%
103,924
+6,580
53
$11.2M 0.63%
23,324
+529
54
$11.1M 0.62%
199,974
-2,170
55
$10.9M 0.61%
73,168
-1,156
56
$10.9M 0.61%
217,314
-13,204
57
$10.5M 0.59%
6,020
-267
58
$10.4M 0.58%
95,813
-28,654
59
$10.3M 0.58%
57,844
+55,252
60
$10.3M 0.58%
208,472
+5,043
61
$9.92M 0.56%
130,167
-7,241
62
$9.71M 0.54%
164,609
-25,548
63
$9.66M 0.54%
83,139
-924
64
$9.51M 0.53%
66,599
+63
65
$9.36M 0.52%
70,895
-3,272
66
$9.34M 0.52%
119,682
-5,073
67
$9.18M 0.51%
81,320
+3,053
68
$9.17M 0.51%
103,034
-528
69
$9.07M 0.51%
37,563
-404
70
$8.95M 0.5%
75,247
-189
71
$8.73M 0.49%
136,566
+18,833
72
$8.55M 0.48%
81,345
+32,211
73
$8.53M 0.48%
110,788
+6,408
74
$8.16M 0.46%
191,784
+2,715
75
$8.07M 0.45%
46,859
-3,409
1 2
3
4 5