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
251
$296K 0.01%
1,132
-301
252
$294K 0.01%
1,788
253
$289K 0.01%
13,062
254
$288K 0.01%
4,360
255
$287K 0.01%
6,249
256
$284K 0.01%
2,394
+1,377
257
$284K 0.01%
3,000
258
$282K 0.01%
725
259
$274K 0.01%
8,380
260
$273K 0.01%
100,000
261
$268K 0.01%
1,908
262
$258K 0.01%
496
-1
263
$254K 0.01%
1,711
264
$250K 0.01%
3,040
+400
265
$246K 0.01%
1,622
-375
266
$244K 0.01%
1,487
-208
267
$237K 0.01%
2,596
268
$233K 0.01%
11,625
-2,000
269
$233K 0.01%
583
270
$232K 0.01%
4,250
271
$229K 0.01%
5,649
-492
272
$228K 0.01%
885
-140
273
$227K 0.01%
970
-57
274
$221K 0.01%
1,072
+3
275
$220K 0.01%
1,468
+21
9 10
11
12 13