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
$1.51B
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$8.24M
3
+$6.38M
4
MDT icon
Medtronic
MDT
+$5.88M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.35M

Top Sells

1
+$15.3M
2
+$12.7M
3
+$8.29M
4
BAX icon
Baxter International
BAX
+$5.31M
5
CAT icon
Caterpillar
CAT
+$4.68M

Sector Composition

1 Healthcare 15%
2 Financials 14.02%
3 Technology 12.55%
4 Industrials 10.62%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$209K 0.01%
3,651
-210
202
$209K 0.01%
+2,403
203
$208K 0.01%
1,759
-269
204
$208K 0.01%
+6,471
205
$204K 0.01%
3,287
206
$204K 0.01%
+689
207
$203K 0.01%
+4,326
208
$201K 0.01%
+3,850
209
$161K 0.01%
+7,025
210
$152K 0.01%
10,685
211
$110K 0.01%
135,461
212
– –
-3,340
213
– –
-322,403
214
– –
-4,015
215
– –
-1,982
216
– –
-194,287
217
– –
-9,840
218
– –
-2,371
219
– –
-1,478
220
– –
-12,553
221
– –
0
222
– –
-1,455
223
– –
-5,903
5 6 7 8
9