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
$1.68B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.87M
3
+$4.48M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.24M
5
HSIC icon
Henry Schein
HSIC
+$1.54M

Top Sells

1
+$11.3M
2
+$10.8M
3
+$6.44M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$4.82M
5
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$4.28M

Sector Composition

1 Financials 18.05%
2 Healthcare 12.05%
3 Technology 11.26%
4 Consumer Discretionary 9.58%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$523K 0.03%
4,181
+131
152
$511K 0.03%
2,868
153
$491K 0.03%
7,610
-46
154
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2,232
-20,475
155
$458K 0.03%
+3,781
156
$456K 0.03%
5,370
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157
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7,640
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158
$444K 0.03%
3,355
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159
$429K 0.03%
7,265
160
$402K 0.02%
8,350
161
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7,509
162
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5,114
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163
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2,418
164
$356K 0.02%
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165
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3,384
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166
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167
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168
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169
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+6,774
170
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5,611
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171
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14,000
172
$314K 0.02%
6,619
173
$313K 0.02%
2,841
174
$308K 0.02%
6,263
-132
175
$302K 0.02%
2,775
5 6
7
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