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
$1.68B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.87M
3
+$4.48M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.24M
5
HSIC icon
Henry Schein
HSIC
+$1.54M

Top Sells

1
+$11.3M
2
+$10.8M
3
+$6.44M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$4.82M
5
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$4.28M

Sector Composition

1 Financials 18.05%
2 Healthcare 12.05%
3 Technology 11.26%
4 Consumer Discretionary 9.58%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.71M 0.16%
28,579
-258
102
$2.41M 0.14%
53,612
-6,268
103
$2.39M 0.14%
13,063
-504
104
$2.14M 0.13%
13,666
-140
105
$2.06M 0.12%
15,583
+2,104
106
$1.92M 0.11%
26,330
+153
107
$1.87M 0.11%
49,078
-7,792
108
$1.77M 0.11%
29,592
-300
109
$1.47M 0.09%
9,870
-343
110
$1.44M 0.09%
9,210
-84
111
$1.33M 0.08%
15,410
112
$1.31M 0.08%
30,128
+446
113
$1.22M 0.07%
15,827
-6,862
114
$1.21M 0.07%
10,932
+25
115
$1.2M 0.07%
24,891
+243
116
$1.18M 0.07%
15,829
+51
117
$1.16M 0.07%
18,255
+500
118
$1.14M 0.07%
9,106
-240
119
$1.1M 0.07%
4
120
$1.08M 0.06%
5,802
+112
121
$1.04M 0.06%
19,791
+8,747
122
$1.01M 0.06%
21,100
+1,080
123
$925K 0.06%
3,658
+97
124
$860K 0.05%
11,803
-4,323
125
$843K 0.05%
21,466
3 4
5
6 7