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
301
$100K 0.01%
3,385
302
$98K ﹤0.01%
500
303
$98K ﹤0.01%
1,050
304
$97K ﹤0.01%
1,532
305
$97K ﹤0.01%
856
-1,332
306
$97K ﹤0.01%
1,806
+50
307
$97K ﹤0.01%
474
+3
308
$95K ﹤0.01%
2,650
-70
309
$92K ﹤0.01%
343
+4
310
$92K ﹤0.01%
3,500
311
$91K ﹤0.01%
2,000
312
$89K ﹤0.01%
1,200
313
$88K ﹤0.01%
1,000
314
$88K ﹤0.01%
408
-1
315
$87K ﹤0.01%
721
-43
316
$87K ﹤0.01%
3,000
317
$86K ﹤0.01%
3,772
-70
318
$86K ﹤0.01%
683
319
$85K ﹤0.01%
1,009
-1
320
$84K ﹤0.01%
1,120
-32
321
$83K ﹤0.01%
1,232
322
$83K ﹤0.01%
312
323
$80K ﹤0.01%
955
324
$79K ﹤0.01%
328
-2
325
$79K ﹤0.01%
3,006
+17
11 12
13
14 15