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
$1.79B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.89M
3
+$4.85M
4
PG icon
Procter & Gamble
PG
+$3.38M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.87M

Top Sells

1
+$8.73M
2
+$6.42M
3
+$5.55M
4
RHT
Red Hat Inc
RHT
+$5.12M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.98M

Sector Composition

1 Financials 17.23%
2 Technology 13.65%
3 Consumer Discretionary 10.27%
4 Healthcare 9.31%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$251K 0.01%
+2,226
202
$249K 0.01%
2,227
203
$241K 0.01%
+4,610
204
$236K 0.01%
2,080
205
$232K 0.01%
3,844
206
$230K 0.01%
2,225
207
$223K 0.01%
9,099
208
$220K 0.01%
7,095
209
$210K 0.01%
+3,630
210
$205K 0.01%
+1,132
211
$205K 0.01%
+5,483
212
$172K 0.01%
+10,100
213
$150K 0.01%
10,000
-5,000
214
$128K 0.01%
10,000
215
$97K 0.01%
11,348
216
$55K ﹤0.01%
3,333
217
$26K ﹤0.01%
550
218
$21K ﹤0.01%
594
+194
219
$15K ﹤0.01%
16,000
-3,000
220
$7K ﹤0.01%
1,111
221
– –
-153,261
222
– –
-4,950
223
– –
-2,680
224
– –
-3,298
225
– –
-12,399
6 7 8
9
10