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
$1.55B
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$7.51M
3
+$5.62M
4
TFC icon
Truist Financial
TFC
+$4.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.55M

Top Sells

1
+$11.3M
2
+$4.56M
3
+$4.06M
4
SE
Spectra Energy Corp Wi
SE
+$2.58M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.42M

Sector Composition

1 Financials 17.67%
2 Healthcare 12.15%
3 Technology 11.64%
4 Industrials 9.69%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$716K 0.05%
12,839
-210
127
$682K 0.04%
21,577
+225
128
$673K 0.04%
9,948
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129
$671K 0.04%
7,237
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130
$665K 0.04%
28,890
+1,425
131
$654K 0.04%
13,056
+734
132
$653K 0.04%
11,304
133
$650K 0.04%
21,562
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134
$627K 0.04%
5,594
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135
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5,645
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136
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8,563
-10,135
137
$606K 0.04%
32,640
138
$603K 0.04%
3,308
139
$603K 0.04%
11,870
+161
140
$594K 0.04%
10,921
141
$590K 0.04%
85,240
142
$572K 0.04%
8,282
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143
$552K 0.04%
4,972
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144
$528K 0.03%
6,098
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145
$521K 0.03%
8,433
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146
$507K 0.03%
15,340
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147
$504K 0.03%
6,813
+96
148
$499K 0.03%
6,435
-215
149
$485K 0.03%
6,583
+220
150
$462K 0.03%
13,262
+200
4 5
6
7 8