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
301
$101K ﹤0.01%
1,200
302
$101K ﹤0.01%
2,740
+240
303
$101K ﹤0.01%
1,532
304
$101K ﹤0.01%
534
305
$101K ﹤0.01%
2,930
-2,140
306
$100K ﹤0.01%
1,793
-533
307
$100K ﹤0.01%
1,000
308
$98.2K ﹤0.01%
1,467
309
$98K ﹤0.01%
500
310
$97.5K ﹤0.01%
362
311
$97.4K ﹤0.01%
1,045
312
$97.1K ﹤0.01%
1,017
-3
313
$97K ﹤0.01%
1,299
-31
314
$96.5K ﹤0.01%
2,532
-1,003
315
$96.2K ﹤0.01%
220
316
$96.2K ﹤0.01%
1,880
-871
317
$95.4K ﹤0.01%
3,492
-6
318
$93.3K ﹤0.01%
1,906
319
$92.3K ﹤0.01%
362
-3
320
$91.8K ﹤0.01%
4,000
321
$90.9K ﹤0.01%
3,093
322
$90.5K ﹤0.01%
955
323
$90.5K ﹤0.01%
408
324
$88.7K ﹤0.01%
600
325
$88.6K ﹤0.01%
717
11 12
13
14 15