WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
+$63.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$5.72M
3 +$4.11M
4
GD icon
General Dynamics
GD
+$4.06M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.58M

Top Sells

1 +$19.8M
2 +$13.8M
3 +$4.43M
4
WFC icon
Wells Fargo
WFC
+$3.44M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.56M

Sector Composition

1 Financials 17.68%
2 Healthcare 12.04%
3 Technology 10.32%
4 Consumer Discretionary 9.44%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$205K 0.01%
+4,250
202
$201K 0.01%
+1,589
203
$200K 0.01%
+8,414
204
$153K 0.01%
10,685
205
$137K 0.01%
5,733
-50
206
$104K 0.01%
+31,400
207
$28K ﹤0.01%
1,235
208
$28K ﹤0.01%
563
209
$25K ﹤0.01%
661
-66
210
$21K ﹤0.01%
13,941
211
$11K ﹤0.01%
4,950
212
$7K ﹤0.01%
194
213
$4K ﹤0.01%
15
214
-321,924
215
-1,051
216
-14,441
217
-70
218
-4,542
219
-64