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
$1.36B
AUM Growth
-$80K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$6.28M
3
+$5.83M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.93M
5
CMCSA icon
Comcast
CMCSA
+$1.79M

Top Sells

1
+$6.87M
2
+$5.93M
3
+$5.66M
4
AAPL icon
Apple
AAPL
+$2.02M
5
CVX icon
Chevron
CVX
+$1.71M

Sector Composition

1 Financials 14.34%
2 Healthcare 13.86%
3 Technology 13.59%
4 Industrials 11.36%
5 Energy 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$253K 0.02%
7,821
177
$244K 0.02%
2,183
178
$233K 0.02%
4,349
179
$218K 0.02%
+4,125
180
$218K 0.02%
2,679
-113
181
$215K 0.02%
6,660
182
$214K 0.02%
3,029
183
$208K 0.02%
4,554
184
$208K 0.02%
6,066
-516
185
$205K 0.02%
3,000
186
$146K 0.01%
10,685
187
$134K 0.01%
10,660
188
$37K ﹤0.01%
2,600
189
– –
-45,125
190
– –
-3,428
191
– –
-8,260
192
– –
-2,170
193
– –
-3,498
194
– –
0
195
– –
-9,356
196
– –
-11,634
4 5 6 7
8