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
$1.64B
AUM Growth
+$63.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$5.84M
3
+$4.24M
4
GD icon
General Dynamics
GD
+$4.11M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.6M

Top Sells

1
+$19.8M
2
+$13M
3
+$4.63M
4
WFC icon
Wells Fargo
WFC
+$3.56M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.58M

Sector Composition

1 Financials 17.68%
2 Healthcare 12.04%
3 Technology 10.32%
4 Consumer Discretionary 9.44%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.06M 0.43%
82,411
-396
77
$7.05M 0.43%
225,306
-5,259
78
$6.93M 0.42%
206,954
+587
79
$6.9M 0.42%
110,983
+1,997
80
$6.47M 0.39%
50,672
+45,690
81
$6.46M 0.39%
179,012
+37,394
82
$6.43M 0.39%
85,045
+904
83
$6.16M 0.38%
32,118
+165
84
$6.07M 0.37%
21,851
+523
85
$5.77M 0.35%
118,606
+3,477
86
$5.65M 0.34%
62,400
+5,416
87
$5.59M 0.34%
157,145
+2,727
88
$5.54M 0.34%
101,533
+1,625
89
$5.46M 0.33%
105,124
+19,295
90
$5.37M 0.33%
33,576
+5,709
91
$5.22M 0.32%
94,657
+1,041
92
$5.12M 0.31%
85,538
+1,161
93
$4.68M 0.29%
64,601
-18,404
94
$4.51M 0.27%
48,597
+594
95
$4.5M 0.27%
62,761
+59,005
96
$4.5M 0.27%
22,707
+20,730
97
$3.78M 0.23%
43,349
-548
98
$3.23M 0.2%
29,672
+4,392
99
$3.2M 0.2%
13,833
-683
100
$3.11M 0.19%
34,005
+9,551
2 3
4
5 6