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
$1.64B
AUM Growth
+$63.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$5.84M
3
+$4.24M
4
GD icon
General Dynamics
GD
+$4.11M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.6M

Top Sells

1
+$19.8M
2
+$13M
3
+$4.63M
4
WFC icon
Wells Fargo
WFC
+$3.56M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.58M

Sector Composition

1 Financials 17.68%
2 Healthcare 12.04%
3 Technology 10.32%
4 Consumer Discretionary 9.44%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.86M 0.17%
46,793
+1,283
102
$2.77M 0.17%
34,295
-284
103
$2.69M 0.16%
59,880
+8,177
104
$2.67M 0.16%
28,837
+6,552
105
$2.3M 0.14%
13,567
-34
106
$2.11M 0.13%
13,806
+770
107
$2.01M 0.12%
26,177
-1,923
108
$1.92M 0.12%
56,870
+20,133
109
$1.8M 0.11%
13,479
+1,516
110
$1.78M 0.11%
22,689
+3,887
111
$1.7M 0.1%
29,892
-3
112
$1.47M 0.09%
10,213
-756
113
$1.36M 0.08%
9,294
+200
114
$1.28M 0.08%
10,907
+550
115
$1.24M 0.08%
24,648
+5,162
116
$1.21M 0.07%
15,410
117
$1.21M 0.07%
29,682
-1,444
118
$1.2M 0.07%
16,126
+4,323
119
$1.16M 0.07%
9,346
-4
120
$1.11M 0.07%
15,778
+609
121
$1.02M 0.06%
4
122
$990K 0.06%
17,755
+268
123
$918K 0.06%
5,690
124
$910K 0.06%
20,020
+220
125
$867K 0.05%
3,561
+229
3 4
5
6 7