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
326
$79K ﹤0.01%
300
327
$78K ﹤0.01%
1,025
328
$77K ﹤0.01%
2,000
329
$77K ﹤0.01%
1,211
330
$77K ﹤0.01%
896
331
$76K ﹤0.01%
1,770
+500
332
$75K ﹤0.01%
3,383
-7
333
$75K ﹤0.01%
2,298
-16
334
$74K ﹤0.01%
2,350
335
$74K ﹤0.01%
2,599
-283
336
$73K ﹤0.01%
1,943
337
$73K ﹤0.01%
3,815
+1,665
338
$73K ﹤0.01%
779
-1,262
339
$72K ﹤0.01%
1,167
340
$71K ﹤0.01%
1,176
-15
341
$71K ﹤0.01%
1,013
342
$71K ﹤0.01%
5,028
343
$71K ﹤0.01%
1,567
-1
344
$70K ﹤0.01%
1,090
345
$68K ﹤0.01%
1,000
346
$68K ﹤0.01%
1,546
-66
347
$68K ﹤0.01%
1,450
348
$67K ﹤0.01%
583
-1,166
349
$67K ﹤0.01%
669
-35
350
$67K ﹤0.01%
1,218
-1
12 13
14
15 16