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
$1.64B
AUM Growth
+$63.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$5.84M
3
+$4.24M
4
GD icon
General Dynamics
GD
+$4.11M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.6M

Top Sells

1
+$19.8M
2
+$13M
3
+$4.63M
4
WFC icon
Wells Fargo
WFC
+$3.56M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.58M

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%
563
208
$28K ﹤0.01%
1,235
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
– –
-64
215
– –
-70
216
– –
-14,441
217
– –
-1,051
218
– –
-321,924
219
– –
-4,542
5 6 7 8
9