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
$1.64B
AUM Growth
+$63.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$5.84M
3
+$4.24M
4
GD icon
General Dynamics
GD
+$4.11M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.6M

Top Sells

1
+$19.8M
2
+$13M
3
+$4.63M
4
WFC icon
Wells Fargo
WFC
+$3.56M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.58M

Sector Composition

1 Financials 17.68%
2 Healthcare 12.04%
3 Technology 10.32%
4 Consumer Discretionary 9.44%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$301K 0.02%
2,475
-40
177
$287K 0.02%
1,375
+230
178
$286K 0.02%
4,481
179
$285K 0.02%
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-35
180
$283K 0.02%
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-50
181
$283K 0.02%
5,440
182
$277K 0.02%
2,325
183
$261K 0.02%
4,532
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184
$256K 0.02%
+2,960
185
– –
0
186
$253K 0.02%
5,848
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187
$253K 0.02%
1,365
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188
$252K 0.02%
2,449
+1,964
189
$245K 0.01%
2,227
190
$245K 0.01%
3,974
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191
$241K 0.01%
100
192
$240K 0.01%
1,436
193
$238K 0.01%
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194
$237K 0.01%
14,000
195
$235K 0.01%
1,455
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196
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+4,224
197
$225K 0.01%
20,186
-2,663
198
$222K 0.01%
5,571
199
$219K 0.01%
4,358
200
$211K 0.01%
+1,892
5 6 7
8
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