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
276
$131K 0.01%
877
-81
277
$131K 0.01%
3,825
278
$129K 0.01%
5,400
279
$128K 0.01%
545
280
$127K 0.01%
2,000
281
$126K 0.01%
856
282
$126K 0.01%
4,137
283
$124K 0.01%
3,735
284
$121K 0.01%
1,333
+39
285
$121K 0.01%
4,000
-3,100
286
$119K 0.01%
7,028
287
$119K 0.01%
2,694
288
$119K 0.01%
1,580
289
$118K 0.01%
1,738
290
$116K 0.01%
583
291
$111K ﹤0.01%
2,750
292
$110K ﹤0.01%
339
293
$109K ﹤0.01%
683
294
$108K ﹤0.01%
13,817
295
$107K ﹤0.01%
7,599
296
$106K ﹤0.01%
2,419
-3,524
297
$106K ﹤0.01%
2,000
298
$104K ﹤0.01%
250
299
$103K ﹤0.01%
1,754
300
$103K ﹤0.01%
410
10 11
12
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