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
$1.78B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$8.34M
3
+$6.85M
4
SBUX icon
Starbucks
SBUX
+$6.32M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.07M

Top Sells

1
+$22.5M
2
+$17.7M
3
+$9.51M
4
CVS icon
CVS Health
CVS
+$9.33M
5
HSIC icon
Henry Schein
HSIC
+$4.51M

Sector Composition

1 Financials 18.74%
2 Technology 11.77%
3 Healthcare 9.93%
4 Consumer Discretionary 9.31%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$853K 0.05%
79,040
127
$832K 0.05%
11,035
-768
128
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11,914
+133
129
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6,350
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130
$743K 0.04%
11,294
131
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10,841
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132
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10,601
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133
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5,421
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134
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135
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136
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137
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138
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139
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0
140
$645K 0.04%
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141
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146
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147
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148
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29,880
149
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14,440
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150
$524K 0.03%
6,163
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4 5
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