WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$4.82M
3
+$3.47M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.58M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.88M

Top Sells

1
+$19.1M
2
+$10.2M
3
+$4.17M
4
XOM icon
Exxon Mobil
XOM
+$1.92M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.28M

Sector Composition

1 Financials 14.73%
2 Healthcare 14.57%
3 Technology 11.2%
4 Industrials 8.96%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.3M 2.79%
359,016
+6,760
2
$40.9M 2.76%
971,792
-2,656
3
$37.5M 2.54%
506,102
-16,530
4
$36.9M 2.49%
393,205
-20,499
5
$34.7M 2.35%
234,894
-8,662
6
$34.1M 2.3%
356,105
-10,296
7
$32M 2.16%
392,970
-10,997
8
$32M 2.16%
1,339,356
-23,652
9
$31.6M 2.14%
509,339
-10,241
10
$31.3M 2.11%
874,260
-29,780
11
$30.3M 2.05%
259,065
-5,730
12
$29.9M 2.02%
631,056
-13,857
13
$29.7M 2.01%
519,526
-16,378
14
$28.9M 1.95%
517,259
+46,161
15
$27.3M 1.85%
130,474
+23,009
16
$26.6M 1.8%
189,127
-6,855
17
$23.1M 1.56%
655,540
+12,300
18
$22.3M 1.51%
702,579
-15,566
19
$22.2M 1.5%
243,445
-8,153
20
$22M 1.48%
374,955
+59,157
21
$21.9M 1.48%
191,207
-4,128
22
$21.4M 1.44%
296,435
-8,899
23
$19.9M 1.35%
376,679
-9,567
24
$19.6M 1.32%
150,681
-2,077
25
$18.5M 1.25%
534,894
-15,952
1
2 3 4 5