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
$1.68B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.87M
3
+$4.48M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.24M
5
HSIC icon
Henry Schein
HSIC
+$1.54M

Top Sells

1
+$11.3M
2
+$10.8M
3
+$6.44M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$4.82M
5
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$4.28M

Sector Composition

1 Financials 18.05%
2 Healthcare 12.05%
3 Technology 11.26%
4 Consumer Discretionary 9.58%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.97M 0.41%
22,459
+608
77
$6.91M 0.41%
203,025
-3,929
78
$6.77M 0.4%
81,445
-6,934
79
$6.75M 0.4%
83,575
-1,470
80
$6.61M 0.39%
179,210
+198
81
$6.41M 0.38%
46,241
-3,432
82
$6.37M 0.38%
55,005
-8,006
83
$6.37M 0.38%
119,281
+675
84
$6.29M 0.37%
117,367
+12,243
85
$6.19M 0.37%
79,851
-2,560
86
$5.92M 0.35%
32,109
-9
87
$5.87M 0.35%
60,643
-1,757
88
$5.75M 0.34%
35,012
+1,436
89
$5.58M 0.33%
86,733
+23,972
90
$5.42M 0.32%
84,467
-1,071
91
$5.42M 0.32%
60,992
-3,609
92
$5.18M 0.31%
100,944
-589
93
$4.94M 0.29%
155,032
-2,113
94
$4.48M 0.27%
+83,339
95
$4.37M 0.26%
45,652
-2,945
96
$3.96M 0.24%
37,317
+3,312
97
$3.95M 0.23%
43,387
+38
98
$3.32M 0.2%
28,607
-1,065
99
$3.25M 0.19%
13,375
-458
100
$2.97M 0.18%
48,628
+1,835
2 3
4
5 6