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
$1.79B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.89M
3
+$4.85M
4
PG icon
Procter & Gamble
PG
+$3.38M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.87M

Top Sells

1
+$8.73M
2
+$6.42M
3
+$5.55M
4
RHT
Red Hat Inc
RHT
+$5.12M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.98M

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
$676K 0.04%
5,000
152
$673K 0.04%
14,721
-4,311
153
$671K 0.04%
5,707
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154
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155
$658K 0.04%
7,948
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156
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8,000
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157
$628K 0.04%
22,058
158
$621K 0.03%
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159
$612K 0.03%
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160
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7,190
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161
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162
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4,490
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164
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11,727
-390
165
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4,342
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167
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168
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169
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3,252
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170
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26,902
171
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2,950
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172
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2,714
-49
173
$449K 0.03%
2,188
-117
174
$444K 0.02%
5,061
175
$440K 0.02%
11,390
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5 6
7
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