WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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 +$10.6M
2 +$9.63M
3 +$4.68M
4
PG icon
Procter & Gamble
PG
+$3.14M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.72M

Top Sells

1 +$7.91M
2 +$6.42M
3 +$5.55M
4
RHT
Red Hat Inc
RHT
+$4.98M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.82M

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
151
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14,721
-4,311
152
$671K 0.04%
5,707
+75
153
$659K 0.04%
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154
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155
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8,000
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156
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157
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164
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3,901
165
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166
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3,252
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170
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2,714
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172
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2,188
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173
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5,061
174
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11,390
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175
$439K 0.02%
5,108
-1,850