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
276
$218K 0.01%
3,350
-38
277
$215K 0.01%
1,625
-112
278
$214K 0.01%
2,285
-8
279
$206K 0.01%
1,232
280
$203K 0.01%
1,983
-300
281
$203K 0.01%
3,250
+1,445
282
$200K 0.01%
8,650
-2,000
283
$199K 0.01%
992
+187
284
$199K 0.01%
1,005
-5
285
$198K 0.01%
3,441
-1,464
286
$191K 0.01%
7,340
-948
287
$187K 0.01%
6,400
288
$186K 0.01%
4,135
289
$185K 0.01%
656
+156
290
$182K 0.01%
500
-14
291
$174K 0.01%
1,024
-86
292
$174K 0.01%
5,700
293
$171K 0.01%
7,600
-2,540
294
$171K 0.01%
7,300
-5,650
295
$171K 0.01%
718
+155
296
$164K 0.01%
4,035
+300
297
$157K 0.01%
3,682
+68
298
$157K 0.01%
6,670
299
$156K 0.01%
7,500
300
$154K 0.01%
1,200
+350
10 11
12
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