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
$1.79B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$9.89M
3 +$4.85M
4
PG icon
Procter & Gamble
PG
+$3.38M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.87M

Top Sells

1 +$8.73M
2 +$6.42M
3 +$5.55M
4
RHT
Red Hat Inc
RHT
+$5.12M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.98M

Sector Composition

1 Financials 17.23%
2 Technology 13.65%
3 Consumer Discretionary 10.27%
4 Healthcare 9.31%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$439K 0.02%
5,108
-1,850
177
$438K 0.02%
14,000
178
$396K 0.02%
3,308
179
$379K 0.02%
6,042
-4,180
180
$375K 0.02%
4,959
+130
181
$363K 0.02%
1,903
182
$347K 0.02%
13,918
-615
183
$346K 0.02%
4,912
+145
184
$341K 0.02%
6,774
185
$337K 0.02%
8,200
-400
186
$334K 0.02%
13,620
-6,450
187
$332K 0.02%
6,033
188
$323K 0.02%
100
189
$323K 0.02%
3,241
-100
190
$302K 0.02%
5,298
-57
191
$301K 0.02%
3,000
-420
192
$300K 0.02%
3,398
193
$295K 0.02%
3,914
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194
$283K 0.02%
2,266
195
$277K 0.02%
5,327
-36
196
$276K 0.02%
7,000
197
$260K 0.01%
2,307
198
$258K 0.01%
3,771
-45
199
$257K 0.01%
8,308
-55
200
$251K 0.01%
1,455
-33