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
$1.48B
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$4.82M
3
+$3.47M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.58M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.88M

Top Sells

1
+$19.1M
2
+$10.2M
3
+$4.17M
4
XOM icon
Exxon Mobil
XOM
+$1.92M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.28M

Sector Composition

1 Financials 14.73%
2 Healthcare 14.57%
3 Technology 11.2%
4 Industrials 8.96%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$291K 0.02%
2,088
+373
177
$290K 0.02%
5,556
-644
178
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6,295
-150
179
$284K 0.02%
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-200
180
$283K 0.02%
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181
$278K 0.02%
+12,489
182
$271K 0.02%
10,403
-393,403
183
$264K 0.02%
3,100
-83
184
$260K 0.02%
3,756
-1,028
185
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4,665
-1,486
186
$244K 0.02%
17,250
187
$241K 0.02%
4,256
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188
$237K 0.02%
3,093
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189
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190
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8,922
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191
$231K 0.02%
2,375
192
$222K 0.02%
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193
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194
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6,424
195
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196
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197
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198
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+4,970
199
$203K 0.01%
+3,505
200
$167K 0.01%
10,685
5 6 7
8
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