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
151
$442K 0.03%
10,764
-62,936
152
$434K 0.03%
5,393
153
$425K 0.03%
4,050
154
$422K 0.03%
4,548
155
$407K 0.03%
7,656
+42
156
$405K 0.03%
8,340
157
$399K 0.03%
2,968
-100
158
$394K 0.03%
8,001
+682
159
$385K 0.02%
32,130
160
– –
0
161
$373K 0.02%
30,798
-7,705
162
$372K 0.02%
2,583
-225
163
$359K 0.02%
2,077
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164
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165
$354K 0.02%
8,377
166
$351K 0.02%
7,265
167
$335K 0.02%
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168
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169
$325K 0.02%
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170
– –
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171
$312K 0.02%
4,384
172
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6,176
173
$301K 0.02%
2,569
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174
$297K 0.02%
2,422
-296
175
$297K 0.02%
3,131
5 6
7
8 9