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
$1.48B
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$4.82M
3
+$3.47M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.58M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.88M

Top Sells

1
+$19.1M
2
+$10.2M
3
+$4.17M
4
XOM icon
Exxon Mobil
XOM
+$1.92M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.28M

Sector Composition

1 Financials 14.73%
2 Healthcare 14.57%
3 Technology 11.2%
4 Industrials 8.96%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$158K 0.01%
6,183
202
$140K 0.01%
41,062
203
$102K 0.01%
385
-1,603
204
$49K ﹤0.01%
4,950
205
$31K ﹤0.01%
563
-57
206
$18K ﹤0.01%
13,941
207
$2K ﹤0.01%
70
-850
208
– –
-1,400
209
– –
-4,274
210
– –
-3,666
211
– –
-6,471
212
– –
-5,458
213
– –
-6,817
214
– –
-11,085
215
– –
-550
216
– –
-9
217
– –
-154
5 6 7 8
9