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
$1.83B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.28M
3
+$1.94M
4
CSCO icon
Cisco
CSCO
+$1.17M
5
MSFT icon
Microsoft
MSFT
+$1.13M

Top Sells

1
+$10.1M
2
+$8.73M
3
+$5.6M
4
MMM icon
3M
MMM
+$3.67M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.46M

Sector Composition

1 Financials 17.15%
2 Technology 13.88%
3 Healthcare 9.83%
4 Consumer Discretionary 9.72%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$709K 0.04%
5,327
+985
152
$706K 0.04%
5,295
+805
153
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4,434
154
$694K 0.04%
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155
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4,930
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156
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3,413
157
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7,630
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158
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10,157
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14,507
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161
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163
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164
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6,951
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165
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166
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167
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168
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5,345
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169
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18,359
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170
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14,000
171
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3,252
172
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26,902
173
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11,424
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174
$475K 0.03%
3,135
+185
175
$473K 0.03%
5,061
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5 6
7
8 9