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
$1.83B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.28M
3
+$1.94M
4
CSCO icon
Cisco
CSCO
+$1.17M
5
MSFT icon
Microsoft
MSFT
+$1.13M

Top Sells

1
+$10.1M
2
+$8.73M
3
+$5.6M
4
MMM icon
3M
MMM
+$3.67M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.46M

Sector Composition

1 Financials 17.15%
2 Technology 13.88%
3 Healthcare 9.83%
4 Consumer Discretionary 9.72%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.18M 0.17%
43,769
-2,482
102
$2.98M 0.16%
63,105
+3,545
103
$2.88M 0.16%
13,862
-85
104
$2.41M 0.13%
18,301
+1,141
105
$2.26M 0.12%
27,565
+368
106
$2.22M 0.12%
27,073
-185
107
$2.15M 0.12%
42,194
+1,181
108
$2.03M 0.11%
24,647
+582
109
$1.89M 0.1%
18,262
-54,264
110
$1.88M 0.1%
42,571
+2,071
111
$1.84M 0.1%
42,332
-11,558
112
$1.72M 0.09%
25,730
+3,192
113
$1.71M 0.09%
9,937
+685
114
$1.65M 0.09%
9,937
+1,068
115
$1.59M 0.09%
5
116
$1.59M 0.09%
6,965
+205
117
$1.55M 0.08%
40,200
+100
118
$1.54M 0.08%
26,556
+5,084
119
$1.48M 0.08%
78,996
+144
120
$1.46M 0.08%
25,591
+932
121
$1.44M 0.08%
35,064
+1,746
122
$1.42M 0.08%
25,260
-4,320
123
$1.41M 0.08%
26,796
+150
124
$1.39M 0.08%
19,369
+840
125
$1.39M 0.08%
17,721
-681
3 4
5
6 7