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
$1.68B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$9.87M
3 +$4.48M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.24M
5
HSIC icon
Henry Schein
HSIC
+$1.54M

Sector Composition

1 Financials 18.05%
2 Healthcare 12.05%
3 Technology 11.26%
4 Consumer Discretionary 9.58%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$290K 0.02%
1,481
+116
177
$289K 0.02%
2,325
178
$287K 0.02%
6,861
+1,290
179
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100
180
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182
$284K 0.02%
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183
$276K 0.02%
6,868
-267,648
184
$275K 0.02%
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+250
185
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186
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187
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$257K 0.02%
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190
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195
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196
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4,358
197
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1,455
198
$225K 0.01%
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199
$217K 0.01%
+2,080
200
$212K 0.01%
8,414