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
$1.99B
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
981
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$2.31M
3
+$1.61M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.56M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.25M

Top Sells

1
+$12.7M
2
+$6.69M
3
+$3.33M
4
AAPL icon
Apple
AAPL
+$2.55M
5
MSFT icon
Microsoft
MSFT
+$2.39M

Sector Composition

1 Technology 20.94%
2 Financials 13.61%
3 Healthcare 11.65%
4 Consumer Discretionary 8.21%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$176K 0.01%
18,150
252
$175K 0.01%
1,129
-247
253
$173K 0.01%
3,051
254
$172K 0.01%
2,502
255
$170K 0.01%
1,110
+15
256
$169K 0.01%
1,597
+130
257
$165K 0.01%
877
+500
258
$160K 0.01%
2,437
259
$159K 0.01%
1,729
+300
260
$159K 0.01%
4,370
261
$157K 0.01%
2,369
262
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2,160
263
$153K 0.01%
2,388
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264
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2,650
265
$151K 0.01%
655
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266
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1,342
267
$145K 0.01%
4,137
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268
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270
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271
$142K 0.01%
482
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272
$140K 0.01%
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273
$138K 0.01%
1,069
-568
274
$133K 0.01%
1,032
275
$131K 0.01%
2,694
+90
9 10
11
12 13