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
$1.55B
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$7.51M
3
+$5.62M
4
TFC icon
Truist Financial
TFC
+$4.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.55M

Top Sells

1
+$11.3M
2
+$4.56M
3
+$4.06M
4
SE
Spectra Energy Corp Wi
SE
+$2.58M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.42M

Sector Composition

1 Financials 17.67%
2 Healthcare 12.15%
3 Technology 11.64%
4 Industrials 9.69%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.16M 0.14%
31,372
+588
102
$1.84M 0.12%
30,295
-429
103
$1.68M 0.11%
13,829
-250
104
$1.57M 0.1%
41,794
+2,410
105
$1.53M 0.1%
42,334
-1,326
106
$1.52M 0.1%
11,408
+1,106
107
$1.46M 0.09%
15,410
108
$1.21M 0.08%
14,191
+6,257
109
$1.21M 0.08%
33,806
-398
110
$1.17M 0.08%
19,977
+525
111
$1.12M 0.07%
12,279
+158
112
$1.06M 0.07%
6,645
+72
113
$1.02M 0.07%
+9,525
114
$1.02M 0.07%
9,895
115
$976K 0.06%
4
116
$887K 0.06%
13,555
+24
117
$836K 0.05%
12,158
+1,964
118
$822K 0.05%
21,300
+3,120
119
$808K 0.05%
5,690
+2,405
120
$764K 0.05%
19,872
+129
121
$764K 0.05%
9,922
-49
122
$752K 0.05%
3,343
-100
123
$746K 0.05%
6,537
-163
124
$738K 0.05%
10,214
+100
125
$725K 0.05%
3,451
-54,000
3 4
5
6 7