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
$1.83B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.28M
3
+$1.94M
4
CSCO icon
Cisco
CSCO
+$1.17M
5
MSFT icon
Microsoft
MSFT
+$1.13M

Top Sells

1
+$10.1M
2
+$8.73M
3
+$5.6M
4
MMM icon
3M
MMM
+$3.67M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.46M

Sector Composition

1 Financials 17.15%
2 Technology 13.88%
3 Healthcare 9.83%
4 Consumer Discretionary 9.72%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.9M 0.65%
23,633
+309
52
$11.9M 0.65%
105,613
+1,689
53
$11.3M 0.62%
212,830
-4,484
54
$11.3M 0.62%
6,012
-8
55
$11M 0.6%
131,296
+1,129
56
$10.9M 0.6%
200,731
+757
57
$10.7M 0.59%
96,063
+250
58
$10.5M 0.58%
85,863
+2,724
59
$10.4M 0.57%
210,819
+2,347
60
$10.3M 0.57%
59,431
+1,587
61
$10.3M 0.56%
105,378
+2,344
62
$10.1M 0.55%
120,678
+996
63
$9.9M 0.54%
72,089
+1,194
64
$9.86M 0.54%
85,369
+4,049
65
$9.85M 0.54%
37,253
-310
66
$9.8M 0.54%
66,560
-39
67
$9.46M 0.52%
256,809
+25,854
68
$9.33M 0.51%
147,139
-17,470
69
$9.23M 0.51%
84,144
+2,799
70
$9.09M 0.5%
113,474
+2,686
71
$8.82M 0.48%
69,061
+72
72
$8.76M 0.48%
207,266
+15,482
73
$8.72M 0.48%
47,314
+455
74
$8.7M 0.48%
23,921
-121
75
$8.15M 0.45%
71,342
-3,905
1 2
3
4 5