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
$1.71B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$10.3M
3
+$3.65M
4
IBM icon
IBM
IBM
+$2.53M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.96M

Top Sells

1
+$13.3M
2
+$9.27M
3
+$4.74M
4
AMZN icon
Amazon
AMZN
+$4.67M
5
NWL icon
Newell Brands
NWL
+$4.01M

Sector Composition

1 Financials 18.82%
2 Technology 12.05%
3 Healthcare 10.16%
4 Consumer Discretionary 10.15%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.41M 0.14%
18,077
+1,181
102
$2.34M 0.14%
44,994
-4,154
103
$2.32M 0.14%
14,845
-91
104
$2.32M 0.14%
31,924
-4,783
105
$2.16M 0.13%
16,070
-12,369
106
$2.04M 0.12%
25,758
-357
107
$1.76M 0.1%
28,547
-725
108
$1.73M 0.1%
9,055
-45
109
$1.51M 0.09%
9,692
-286
110
$1.44M 0.08%
9,246
-155
111
$1.43M 0.08%
30,494
-1,600
112
$1.43M 0.08%
18,523
+798
113
$1.42M 0.08%
32,627
-21,703
114
$1.2M 0.07%
4
115
$1.17M 0.07%
15,410
116
$1.14M 0.07%
18,090
-225
117
$1.14M 0.07%
22,040
-280
118
$1.05M 0.06%
19,343
-4,217
119
$1.05M 0.06%
4,862
-940
120
$1.04M 0.06%
22,697
-115
121
$1.01M 0.06%
79,040
122
$963K 0.06%
3,629
-11
123
$941K 0.06%
9,465
-250
124
$874K 0.05%
10,211
+2,815
125
$863K 0.05%
5,853
-90
3 4
5
6 7