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
$1.71B
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
1
$62.2M 3.64%
409,577
-12,559
2
$52.7M 3.09%
1,021,404
+5,428
3
$49.7M 2.91%
1,185,120
-56,116
4
$49.3M 2.89%
680,580
-64,480
5
$47M 2.75%
427,432
-25,501
6
$46.7M 2.74%
390,742
-29,409
7
$42.1M 2.47%
160,056
-756
8
$40.3M 2.36%
122,864
-11,322
9
$38.1M 2.23%
184,677
-13,180
10
$36.5M 2.14%
1,216,333
-62,870
11
$35.5M 2.08%
241,981
+325
12
$30.6M 1.79%
168,970
-5,306
13
$29.8M 1.74%
162,164
-14,560
14
$29.6M 1.73%
390,171
-27,693
15
$29.5M 1.73%
197,359
-24,860
16
$29.3M 1.72%
565,360
-37,980
17
$27.5M 1.61%
393,984
+28,117
18
$26M 1.52%
260,561
-17,494
19
$25.9M 1.52%
283,559
+10,496
20
$25M 1.46%
167,007
-12,478
21
$24.9M 1.46%
462,912
-12,719
22
$24.8M 1.45%
332,674
-20,363
23
$24.6M 1.44%
72,102
+339
24
$24.6M 1.44%
138,128
-1,570
25
$21.3M 1.25%
597,373
-34,138
1
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