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
$1.83B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.28M
3
+$1.94M
4
CSCO icon
Cisco
CSCO
+$1.17M
5
MSFT icon
Microsoft
MSFT
+$1.13M

Top Sells

1
+$10.1M
2
+$8.73M
3
+$5.6M
4
MMM icon
3M
MMM
+$3.67M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.46M

Sector Composition

1 Financials 17.15%
2 Technology 13.88%
3 Healthcare 9.83%
4 Consumer Discretionary 9.72%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.3M 4.02%
250,283
+10,319
2
$58.9M 3.22%
339,306
-2,520
3
$55.8M 3.05%
1,127,432
-8,572
4
$54.5M 2.98%
350,322
+958
5
$54.2M 2.97%
572,140
-8,700
6
$50.4M 2.76%
901,999
+10,771
7
$47.5M 2.6%
161,807
-224
8
$45.3M 2.48%
405,088
-1,041
9
$42.7M 2.34%
818,704
-11,140
10
$39.4M 2.16%
293,869
+8,426
11
$38.5M 2.11%
105,818
-833
12
$38.5M 2.11%
336,346
-2,754
13
$38.2M 2.09%
234,454
+2,075
14
$32.1M 1.76%
175,392
-1,097
15
$31.9M 1.75%
1,099,526
-20,792
16
$29.6M 1.62%
547,160
+720
17
$28.9M 1.58%
139,083
+437
18
$26.8M 1.47%
349,130
+3,605
19
$25.6M 1.4%
156,344
-1,094
20
$25.2M 1.38%
71,184
+751
21
$24.1M 1.32%
141,937
-4,419
22
$22.1M 1.21%
89,914
+910
23
$21.2M 1.16%
113,059
-4,885
24
$20.8M 1.14%
283,803
-1,960
25
$20.6M 1.13%
106,885
+278
1
2 3 4 5