WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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 +$10.6M
2 +$9.63M
3 +$4.68M
4
PG icon
Procter & Gamble
PG
+$3.14M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.72M

Top Sells

1 +$7.91M
2 +$6.42M
3 +$5.55M
4
RHT
Red Hat Inc
RHT
+$4.98M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.82M

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
$249K 0.01%
2,227
202
$241K 0.01%
+4,610
203
$236K 0.01%
2,080
204
$232K 0.01%
3,844
205
$230K 0.01%
2,225
206
$223K 0.01%
9,099
207
$220K 0.01%
7,095
208
$210K 0.01%
+3,630
209
$205K 0.01%
+5,483
210
$205K 0.01%
+1,132
211
$172K 0.01%
+10,100
212
$150K 0.01%
10,000
-5,000
213
$128K 0.01%
10,000
214
$97K 0.01%
11,348
215
$55K ﹤0.01%
3,333
216
$26K ﹤0.01%
550
217
$21K ﹤0.01%
12
+4
218
$15K ﹤0.01%
16,000
-3,000
219
$7K ﹤0.01%
1,111
220
-3,298
221
-12,399
222
-153,261
223
-4,950
224
-2,680
225
-94,398