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
$1.51B
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$8.24M
3
+$6.38M
4
MDT icon
Medtronic
MDT
+$5.88M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.35M

Top Sells

1
+$15.3M
2
+$12.7M
3
+$8.29M
4
BAX icon
Baxter International
BAX
+$5.31M
5
CAT icon
Caterpillar
CAT
+$4.68M

Sector Composition

1 Healthcare 15%
2 Financials 14.02%
3 Technology 12.55%
4 Industrials 10.62%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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4
127
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15,410
128
$813K 0.05%
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129
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130
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132
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134
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140
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141
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146
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37,575
147
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148
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19,240
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149
$502K 0.03%
12,507
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150
$491K 0.03%
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7 8