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
$1.55B
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$7.51M
3
+$5.62M
4
TFC icon
Truist Financial
TFC
+$4.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.55M

Top Sells

1
+$11.3M
2
+$4.56M
3
+$4.06M
4
SE
Spectra Energy Corp Wi
SE
+$2.58M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.42M

Sector Composition

1 Financials 17.67%
2 Healthcare 12.15%
3 Technology 11.64%
4 Industrials 9.69%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$283K 0.02%
2,375
177
$283K 0.02%
4,444
178
$278K 0.02%
6,280
179
$277K 0.02%
3,774
180
$276K 0.02%
3,197
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181
$276K 0.02%
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182
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3,298
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183
$270K 0.02%
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184
$269K 0.02%
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185
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186
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187
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188
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189
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190
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4,254
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191
$247K 0.02%
17,370
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192
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193
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194
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195
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196
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197
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3,270
-30
198
$227K 0.01%
3,491
-1,074
199
$225K 0.01%
14,000
200
$223K 0.01%
3,756
5 6 7
8
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