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
$1.79B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.89M
3
+$4.85M
4
PG icon
Procter & Gamble
PG
+$3.38M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.87M

Top Sells

1
+$8.73M
2
+$6.42M
3
+$5.55M
4
RHT
Red Hat Inc
RHT
+$5.12M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.98M

Sector Composition

1 Financials 17.23%
2 Technology 13.65%
3 Consumer Discretionary 10.27%
4 Healthcare 9.31%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.32M 0.07%
22,640
-200
127
$1.32M 0.07%
18,529
-552
128
$1.3M 0.07%
78,852
-132
129
$1.22M 0.07%
15,410
130
$1.22M 0.07%
+21,472
131
$1.21M 0.07%
40,100
132
$1.16M 0.06%
7,425
+3,550
133
$1.15M 0.06%
7,018
+2,838
134
$1.12M 0.06%
12,794
-687
135
$1.09M 0.06%
25,985
-2,348
136
$1.02M 0.06%
+19,419
137
$1.01M 0.06%
13,843
-508
138
$963K 0.05%
19,158
-26
139
$960K 0.05%
15,620
-3,619
140
$859K 0.05%
20,369
-230
141
$791K 0.04%
4,699
-15
142
$780K 0.04%
29,934
-3,660
143
$765K 0.04%
6,548
-1,354
144
$742K 0.04%
8,616
-1,125
145
$700K 0.04%
2,417
-2
146
$696K 0.04%
14,952
+25
147
$688K 0.04%
3,413
+1,096
148
$687K 0.04%
4,434
149
$687K 0.04%
25,352
150
$678K 0.04%
7,000
-1,000
4 5
6
7 8