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
$1.71B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$10.3M
3
+$3.65M
4
IBM icon
IBM
IBM
+$2.53M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.96M

Top Sells

1
+$13.3M
2
+$9.27M
3
+$4.74M
4
AMZN icon
Amazon
AMZN
+$4.67M
5
NWL icon
Newell Brands
NWL
+$4.01M

Sector Composition

1 Financials 18.82%
2 Technology 12.05%
3 Healthcare 10.16%
4 Consumer Discretionary 10.15%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.56M 0.44%
22,371
-386
77
$7.56M 0.44%
254,910
+18,759
78
$7.5M 0.44%
183,872
-3,770
79
$7.46M 0.44%
205,251
+1,703
80
$7.37M 0.43%
39,131
-611
81
$7.09M 0.42%
207,595
+514
82
$7.06M 0.41%
67,446
-326
83
$7.05M 0.41%
201,366
-4,595
84
$7M 0.41%
116,776
-3,172
85
$6.53M 0.38%
96,856
-1,262
86
$6.3M 0.37%
59,799
-2,716
87
$5.6M 0.33%
74,160
-7,003
88
$5.41M 0.32%
83,262
-1,635
89
$4.96M 0.29%
52,459
-4,365
90
$4.92M 0.29%
103,224
-30
91
$4.72M 0.28%
30,851
-1,086
92
$4.48M 0.26%
71,921
-5,086
93
$4.45M 0.26%
40,854
+1,876
94
$3.8M 0.22%
160,286
-257
95
$3.5M 0.21%
12,476
-793
96
$2.98M 0.17%
29,475
-148
97
$2.95M 0.17%
45,718
-2,151
98
$2.75M 0.16%
34,756
-7,352
99
$2.64M 0.15%
13,253
-66
100
$2.53M 0.15%
48,738
-338
2 3
4
5 6