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
$1.79B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.89M
3
+$4.85M
4
PG icon
Procter & Gamble
PG
+$3.38M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.87M

Top Sells

1
+$8.73M
2
+$6.42M
3
+$5.55M
4
RHT
Red Hat Inc
RHT
+$5.12M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.98M

Sector Composition

1 Financials 17.23%
2 Technology 13.65%
3 Consumer Discretionary 10.27%
4 Healthcare 9.31%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.52M 0.2%
9,938
-523
102
$3.28M 0.18%
15,652
+163
103
$2.79M 0.16%
59,560
+9,745
104
$2.77M 0.16%
15,773
-100
105
$2.76M 0.15%
13,947
-1,070
106
$2.47M 0.14%
53,890
-190,792
107
$2.35M 0.13%
27,258
-495
108
$2.26M 0.13%
17,160
-527
109
$2.16M 0.12%
27,197
-568
110
$2.03M 0.11%
24,065
-230
111
$1.96M 0.11%
41,013
-5,744
112
$1.95M 0.11%
40,500
-495
113
$1.91M 0.11%
29,580
-40,407
114
$1.62M 0.09%
13,000
115
$1.57M 0.09%
5
+1
116
$1.57M 0.09%
9,252
-438
117
$1.5M 0.08%
29,529
-5,654
118
$1.49M 0.08%
22,538
-200
119
$1.46M 0.08%
18,402
+4,776
120
$1.45M 0.08%
6,760
-980
121
$1.39M 0.08%
33,318
-2,168
122
$1.38M 0.08%
8,869
-1,145
123
$1.36M 0.08%
26,646
+1,675
124
$1.33M 0.07%
24,659
-1,455
125
$1.32M 0.07%
80,000
-3,664
3 4
5
6 7