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
$1.64B
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
1
$54.4M 3.32%
386,372
+2,903
2
$50.6M 3.08%
1,053,992
-6,480
3
$45M 2.74%
1,250,756
-26,224
4
$42.1M 2.56%
460,122
-2,860
5
$40.9M 2.49%
435,839
-12,243
6
$39.3M 2.39%
162,428
-6,144
7
$37.2M 2.27%
769,100
-15,860
8
$35.3M 2.15%
202,378
-4,466
9
$33.7M 2.05%
248,782
-11,716
10
$30.4M 1.85%
1,254,281
+2,121
11
$29.5M 1.8%
355,974
-4,620
12
$29.5M 1.8%
365,153
+6,431
13
$28.2M 1.72%
607,040
-3,340
14
$27.6M 1.68%
139,557
-962
15
$27.2M 1.66%
337,722
+906
16
$26.7M 1.63%
176,837
-1,819
17
$25.9M 1.58%
184,130
-1,966
18
$25.4M 1.55%
164,987
-1,780
19
$25.4M 1.55%
283,178
+787
20
$24.8M 1.51%
481,001
+3,942
21
$22.8M 1.39%
424,416
+2,130
22
$22.2M 1.35%
333,456
-4,417
23
$21.5M 1.31%
224,363
-894
24
$21.3M 1.3%
139,140
+10,210
25
$21.3M 1.3%
468,958
-7,180
1
2 3 4 5