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
$1.83B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.28M
3
+$1.94M
4
CSCO icon
Cisco
CSCO
+$1.17M
5
MSFT icon
Microsoft
MSFT
+$1.13M

Top Sells

1
+$10.1M
2
+$8.73M
3
+$5.6M
4
MMM icon
3M
MMM
+$3.67M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.46M

Sector Composition

1 Financials 17.15%
2 Technology 13.88%
3 Healthcare 9.83%
4 Consumer Discretionary 9.72%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$450K 0.02%
5,046
-15
177
$441K 0.02%
2,690
-24
178
$439K 0.02%
5,805
+893
179
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9,272
+3,945
180
$415K 0.02%
10,680
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181
$415K 0.02%
7,509
+2,899
182
$411K 0.02%
2,003
+100
183
$403K 0.02%
3,505
+1,279
184
$399K 0.02%
+6,840
185
$396K 0.02%
2,005
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186
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+1,612
187
$390K 0.02%
6,683
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188
$373K 0.02%
6,815
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189
$369K 0.02%
3,295
-13
190
$369K 0.02%
5,096
+137
191
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192
$346K 0.02%
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193
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3,370
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194
$337K 0.02%
100
195
$334K 0.02%
10,661
+3,566
196
$318K 0.02%
+2,725
197
$316K 0.02%
5,298
198
$315K 0.02%
+4,493
199
$315K 0.02%
3,500
-3,500
200
$302K 0.02%
7,000
6 7
8
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