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
$1.55B
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$7.51M
3
+$5.62M
4
TFC icon
Truist Financial
TFC
+$4.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.55M

Top Sells

1
+$11.3M
2
+$4.56M
3
+$4.06M
4
SE
Spectra Energy Corp Wi
SE
+$2.58M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.42M

Sector Composition

1 Financials 17.67%
2 Healthcare 12.15%
3 Technology 11.64%
4 Industrials 9.69%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.86M 0.44%
51,907
+42,539
77
$6.84M 0.44%
82,707
-1,133
78
$6.73M 0.44%
80,835
-48,814
79
$6.7M 0.43%
152,899
-691
80
$6.66M 0.43%
93,565
-1,138
81
$6.45M 0.42%
85,274
+16
82
$6.45M 0.42%
90,487
+173
83
$6.29M 0.41%
208,946
-780
84
$5.74M 0.37%
31,555
+252
85
$5.43M 0.35%
81,873
+917
86
$5.36M 0.35%
99,560
+144
87
$5.24M 0.34%
20,979
+824
88
$4.85M 0.31%
92,555
+684
89
$4.8M 0.31%
+102,109
90
$4.47M 0.29%
46,737
+305
91
$4.42M 0.29%
115,185
+4,650
92
$3.94M 0.26%
37,307
+592
93
$3.72M 0.24%
44,283
-802
94
$3.34M 0.22%
18,229
-563
95
$2.88M 0.19%
27,763
-855
96
$2.63M 0.17%
35,757
+172
97
$2.59M 0.17%
46,082
+251
98
$2.58M 0.17%
86,352
+528
99
$2.31M 0.15%
55,726
-240
100
$2.24M 0.15%
13,751
+400
2 3
4
5 6