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
$1.83B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.28M
3
+$1.94M
4
CSCO icon
Cisco
CSCO
+$1.17M
5
MSFT icon
Microsoft
MSFT
+$1.13M

Top Sells

1
+$10.1M
2
+$8.73M
3
+$5.6M
4
MMM icon
3M
MMM
+$3.67M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.46M

Sector Composition

1 Financials 17.15%
2 Technology 13.88%
3 Healthcare 9.83%
4 Consumer Discretionary 9.72%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.6M 0.42%
197,178
+163
77
$7.55M 0.41%
97,332
+650
78
$7.51M 0.41%
139,292
+3,286
79
$7.37M 0.4%
95,324
+2,582
80
$7.05M 0.39%
114,751
+31,519
81
$6.98M 0.38%
25,936
+1,675
82
$6.94M 0.38%
69,555
+2,408
83
$6.93M 0.38%
47,821
-25,347
84
$6.26M 0.34%
1,523,640
+87,440
85
$5.91M 0.32%
236,316
-404,631
86
$5.86M 0.32%
147,488
+1,789
87
$5.63M 0.31%
60,390
+3,005
88
$5.34M 0.29%
202,679
+32,199
89
$5.27M 0.29%
65,824
-185
90
$4.66M 0.26%
20,752
+134
91
$4.43M 0.24%
28,931
+566
92
$4.37M 0.24%
36,962
+553
93
$4.15M 0.23%
36,044
+1,610
94
$4.14M 0.23%
87,461
-11,029
95
$3.85M 0.21%
43,997
-2,927
96
$3.84M 0.21%
10,494
+556
97
$3.77M 0.21%
78,734
+2,643
98
$3.46M 0.19%
68,905
+798
99
$3.44M 0.19%
20,375
+4,602
100
$3.39M 0.19%
15,892
+240
2 3
4
5 6