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
301
$153K 0.01%
2,463
302
$152K 0.01%
1,258
303
$152K 0.01%
2,140
304
$149K 0.01%
1,051
305
$149K 0.01%
866
306
$149K 0.01%
3,800
307
$148K 0.01%
2,271
-60
308
$148K 0.01%
2,562
-1,332
309
$148K 0.01%
569
310
$147K 0.01%
250
311
$146K 0.01%
600
312
$145K 0.01%
960
-14,917
313
$145K 0.01%
4,040
314
$141K ﹤0.01%
1,990
-160
315
$138K ﹤0.01%
3,320
+1,300
316
$137K ﹤0.01%
5,600
317
$137K ﹤0.01%
3,261
+413
318
$137K ﹤0.01%
3,916
319
$136K ﹤0.01%
357
-1
320
$136K ﹤0.01%
1,684
321
$135K ﹤0.01%
2,500
322
$133K ﹤0.01%
1,240
323
$132K ﹤0.01%
5,400
324
$129K ﹤0.01%
1,062
325
$127K ﹤0.01%
1,200
11 12
13
14 15