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
$1.71B
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$10.3M
3
+$3.65M
4
IBM icon
IBM
IBM
+$2.53M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.96M

Top Sells

1
+$13.3M
2
+$9.27M
3
+$4.74M
4
AMZN icon
Amazon
AMZN
+$4.67M
5
NWL icon
Newell Brands
NWL
+$4.01M

Sector Composition

1 Financials 18.82%
2 Technology 12.05%
3 Healthcare 10.16%
4 Consumer Discretionary 10.15%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$218K 0.01%
8,414
202
$218K 0.01%
5,239
+75
203
$214K 0.01%
5,565
-261
204
$210K 0.01%
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-80
205
– –
0
206
$208K 0.01%
+3,055
207
$205K 0.01%
4,080
208
$203K 0.01%
1,694
-50
209
$203K 0.01%
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210
$201K 0.01%
1,201
-97
211
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16,491
-1,800
212
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6,670
+1,000
213
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10,185
214
$74K ﹤0.01%
19,000
215
$59K ﹤0.01%
485
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216
$52K ﹤0.01%
1,235
217
$40K ﹤0.01%
563
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218
$39K ﹤0.01%
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219
$29K ﹤0.01%
661
-661
220
$20K ﹤0.01%
360
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$19K ﹤0.01%
13,941
222
$11K ﹤0.01%
400
223
$7K ﹤0.01%
194
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224
$5K ﹤0.01%
15
-15
225
$4K ﹤0.01%
4,950
6 7 8
9
10