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
$1.48B
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$4.82M
3
+$3.47M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.58M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.88M

Top Sells

1
+$19.1M
2
+$10.2M
3
+$4.17M
4
XOM icon
Exxon Mobil
XOM
+$1.92M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.28M

Sector Composition

1 Financials 14.73%
2 Healthcare 14.57%
3 Technology 11.2%
4 Industrials 8.96%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.41M 0.43%
175,082
+4,126
77
$6.39M 0.43%
38,647
+647
78
$6.22M 0.42%
82,285
+3,879
79
$6.16M 0.42%
189,034
+1,698
80
$6.15M 0.42%
83,403
+3,242
81
$6.08M 0.41%
204,168
+2,398
82
$5.79M 0.39%
460,445
+20,442
83
$5.71M 0.39%
106,451
+353
84
$4.95M 0.33%
75,968
+2,813
85
$4.88M 0.33%
+86,049
86
$4.87M 0.33%
46,493
-1,154
87
$4.72M 0.32%
94,423
+2,688
88
$4.67M 0.32%
28,042
+1,011
89
$4.44M 0.3%
17,903
+1,315
90
$4.42M 0.3%
43,628
+2,349
91
$4.37M 0.3%
25,621
-112,065
92
$4.32M 0.29%
50,965
+1,524
93
$3.81M 0.26%
33,564
+2,867
94
$3.73M 0.25%
85,510
+4,840
95
$3.06M 0.21%
39,213
+3,016
96
$3.02M 0.2%
55,026
-5,381
97
$2.94M 0.2%
90,284
-11,552
98
$2.62M 0.18%
57,724
-10,172
99
$2.56M 0.17%
39,472
-1,382
100
$2.49M 0.17%
28,501
-25
2 3
4
5 6