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
251
$177K 0.01%
4,778
-29
252
$176K 0.01%
1,010
-19
253
$174K 0.01%
1,788
-1,263
254
$171K 0.01%
2,369
255
$171K 0.01%
2,926
-17
256
$168K 0.01%
7,900
+2,150
257
$166K 0.01%
1,912
-650
258
$161K 0.01%
2,980
259
$160K 0.01%
2,860
260
$157K 0.01%
1,074
-29
261
$156K 0.01%
2,949
262
$156K 0.01%
482
-2
263
$153K 0.01%
6,400
264
$152K 0.01%
750
265
$149K 0.01%
910
-200
266
$148K 0.01%
4,023
267
$143K 0.01%
1,052
-24
268
$142K 0.01%
5,700
269
$140K 0.01%
1,025
270
$139K 0.01%
1,429
271
$139K 0.01%
4,847
-14,755
272
$136K 0.01%
2,140
273
$133K 0.01%
2,328
274
$133K 0.01%
3,846
-4
275
$132K 0.01%
500
-115
9 10
11
12 13