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
$1.51B
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$8.24M
3
+$6.38M
4
MDT icon
Medtronic
MDT
+$5.88M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.35M

Top Sells

1
+$15.3M
2
+$12.7M
3
+$8.29M
4
BAX icon
Baxter International
BAX
+$5.31M
5
CAT icon
Caterpillar
CAT
+$4.68M

Sector Composition

1 Healthcare 15%
2 Financials 14.02%
3 Technology 12.55%
4 Industrials 10.62%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$489K 0.03%
5,632
+519
152
$467K 0.03%
4,830
-90
153
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4,548
154
$427K 0.03%
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-54
155
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156
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7,304
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157
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5,393
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158
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85,440
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159
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160
$391K 0.03%
5,259
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161
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162
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163
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8,163
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164
$360K 0.02%
4,349
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165
$359K 0.02%
3,187
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166
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3,068
167
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168
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169
$341K 0.02%
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170
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171
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6,184
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172
$335K 0.02%
+3,065
173
$330K 0.02%
3,202
174
– –
0
175
$327K 0.02%
5,421
5 6
7
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