WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.27B
AUM Growth
-$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$6.94M
3
+$1.23M
4
CRM icon
Salesforce
CRM
+$980K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$912K

Top Sells

1
+$1.89M
2
+$1.74M
3
+$1.43M
4
AAPL icon
Apple
AAPL
+$1.39M
5
BAC icon
Bank of America
BAC
+$1.37M

Sector Composition

1 Technology 22.39%
2 Healthcare 10.33%
3 Financials 10.17%
4 Industrials 7.49%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$242K 0.01%
2,167
227
$237K 0.01%
2,108
-1,227
228
$236K 0.01%
1,695
-8
229
$231K 0.01%
2,467
-8,136
230
$230K 0.01%
4,135
-300
231
$229K 0.01%
5,315
232
$228K 0.01%
4,422
-1,696
233
$227K 0.01%
9,472
+1
234
$224K 0.01%
3,825
235
$221K 0.01%
1,550
236
$221K 0.01%
1,919
237
$219K 0.01%
631
238
$218K 0.01%
5,272
-4
239
$213K 0.01%
489
+72
240
$212K 0.01%
3,566
241
$210K 0.01%
1,618
242
$209K 0.01%
5,328
-2,430
243
$206K 0.01%
1,489
-2,520
244
$200K 0.01%
2,640
245
$197K 0.01%
5,943
246
$193K 0.01%
1,734
-214
247
$188K 0.01%
3,000
248
$178K 0.01%
1,122
-3
249
$178K 0.01%
1,700
250
$178K 0.01%
3,602
-996
8 9
10
11 12