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
$2.85B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.47M
3
+$1.11M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.05M
5
ZTS icon
Zoetis
ZTS
+$979K

Top Sells

1
+$6.23M
2
+$4.35M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$3.26M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.01M

Sector Composition

1 Technology 23.67%
2 Financials 9.98%
3 Healthcare 9.43%
4 Industrials 7.92%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$373K 0.01%
801
227
$372K 0.01%
4,077
-186
228
$369K 0.01%
12,662
+248
229
$367K 0.01%
3,529
-9
230
$357K 0.01%
340
-2
231
$355K 0.01%
1,872
232
$353K 0.01%
10,630
233
$349K 0.01%
3,211
234
$344K 0.01%
4,218
-221
235
$339K 0.01%
11,384
236
$337K 0.01%
5,049
-2,512
237
$332K 0.01%
4,200
-2,574
238
$331K 0.01%
5,225
239
$328K 0.01%
1,633
-6
240
$327K 0.01%
2,491
241
$327K 0.01%
5,272
242
$326K 0.01%
2,227
243
$325K 0.01%
7,885
244
$324K 0.01%
5,100
245
$318K 0.01%
31,539
-1,105
246
$316K 0.01%
1,650
-5
247
$314K 0.01%
1,556
248
$307K 0.01%
1,617
249
$298K 0.01%
2,845
250
$297K 0.01%
3,825
8 9
10
11 12