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
$1.83B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.28M
3
+$1.94M
4
CSCO icon
Cisco
CSCO
+$1.17M
5
MSFT icon
Microsoft
MSFT
+$1.13M

Top Sells

1
+$10.1M
2
+$8.73M
3
+$5.6M
4
MMM icon
3M
MMM
+$3.67M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.46M

Sector Composition

1 Financials 17.15%
2 Technology 13.88%
3 Healthcare 9.83%
4 Consumer Discretionary 9.72%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.36M 0.07%
83,616
+3,616
127
$1.36M 0.07%
25,220
+2,580
128
$1.31M 0.07%
7,823
+805
129
$1.29M 0.07%
14,657
+1,863
130
$1.27M 0.07%
8,110
+685
131
$1.26M 0.07%
15,410
132
$1.17M 0.06%
22,931
+3,773
133
$1.15M 0.06%
18,791
+3,171
134
$1.12M 0.06%
22,691
+3,272
135
$1.1M 0.06%
25,882
-103
136
$1.1M 0.06%
20,990
-8,539
137
$1.01M 0.06%
14,351
+508
138
$898K 0.05%
6,700
-6,300
139
$890K 0.05%
7,027
+479
140
$863K 0.05%
6,990
+1,283
141
$861K 0.05%
33,384
+3,450
142
$859K 0.05%
10,243
+2,295
143
$854K 0.05%
4,699
144
$747K 0.04%
8,172
+1,112
145
$746K 0.04%
15,533
+812
146
$725K 0.04%
8,316
-300
147
$725K 0.04%
5,000
148
$712K 0.04%
5,227
+232
149
$712K 0.04%
2,417
150
$711K 0.04%
25,352
4 5
6
7 8