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
$1.48B
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$4.82M
3
+$3.47M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.58M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.88M

Top Sells

1
+$19.1M
2
+$10.2M
3
+$4.17M
4
XOM icon
Exxon Mobil
XOM
+$1.92M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.28M

Sector Composition

1 Financials 14.73%
2 Healthcare 14.57%
3 Technology 11.2%
4 Industrials 8.96%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$702K 0.05%
5,555
-184
127
$701K 0.05%
22,047
-340
128
$698K 0.05%
20,160
+1,800
129
$675K 0.05%
27,726
-300
130
$674K 0.05%
12,922
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131
$619K 0.04%
11,194
132
$611K 0.04%
11,072
+376
133
$593K 0.04%
20,664
+1,311
134
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8,315
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135
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32,640
136
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7,638
-125
137
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6,650
-5
138
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4,995
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139
$529K 0.04%
21,717
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140
$525K 0.04%
12,043
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141
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142
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143
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13,806
-1,400
144
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145
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146
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147
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7,260
148
$426K 0.03%
+3,619
149
$419K 0.03%
4,607
-645
150
$414K 0.03%
7,624
4 5
6
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