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
326
$87.6K ﹤0.01%
503
327
$87.4K ﹤0.01%
667
328
$84.4K ﹤0.01%
805
329
$84.4K ﹤0.01%
1,000
330
$83.6K ﹤0.01%
1,500
331
$82.1K ﹤0.01%
1,211
332
$81.4K ﹤0.01%
400
333
$80.6K ﹤0.01%
2,200
334
$80.2K ﹤0.01%
312
335
$78.5K ﹤0.01%
377
336
$78.5K ﹤0.01%
257
337
$78.1K ﹤0.01%
2,362
-228
338
$78K ﹤0.01%
1,080
339
$77.4K ﹤0.01%
753
340
$76.4K ﹤0.01%
1,260
-73
341
$76.1K ﹤0.01%
2,000
342
$75.8K ﹤0.01%
1,034
-1
343
$74.6K ﹤0.01%
4,083
344
$74.1K ﹤0.01%
199
345
$73.3K ﹤0.01%
1,472
346
$71K ﹤0.01%
300
347
$70.6K ﹤0.01%
1,717
348
$69.6K ﹤0.01%
850
-240
349
$68.7K ﹤0.01%
1,270
350
$68.5K ﹤0.01%
134
-32
12 13
14
15 16