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
$1.48B
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$4.82M
3
+$3.47M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.58M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.88M

Top Sells

1
+$19.1M
2
+$10.2M
3
+$4.17M
4
XOM icon
Exxon Mobil
XOM
+$1.92M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.28M

Sector Composition

1 Financials 14.73%
2 Healthcare 14.57%
3 Technology 11.2%
4 Industrials 8.96%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.12M 0.14%
32,792
-3,617
102
$2.03M 0.14%
14,027
+386
103
$2M 0.14%
33,627
-872
104
$1.7M 0.12%
14,137
-211
105
$1.6M 0.11%
15,370
-3,636
106
$1.59M 0.11%
48,366
+462
107
$1.54M 0.1%
43,646
+890
108
$1.52M 0.1%
20,647
+500
109
$1.52M 0.1%
39,284
-620
110
$1.35M 0.09%
+10,326
111
$1.34M 0.09%
34,229
-761
112
$1.26M 0.08%
12,350
-25
113
$1.25M 0.08%
10,096
+1,620
114
$1.04M 0.07%
6,597
-139
115
$1M 0.07%
15,410
116
$982K 0.07%
13,413
-717
117
$920K 0.06%
22,473
-1,839
118
$917K 0.06%
6,670
+23
119
$868K 0.06%
4
120
$861K 0.06%
10,623
-55
121
$728K 0.05%
10,568
+360
122
$726K 0.05%
10,396
-435
123
$725K 0.05%
3,445
+1,394
124
$711K 0.05%
+11,454
125
$702K 0.05%
10,342
-173
3 4
5
6 7