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
326
$126K ﹤0.01%
1,554
327
$124K ﹤0.01%
1,910
-800
328
$122K ﹤0.01%
1,500
329
$122K ﹤0.01%
1,093
-10
330
$122K ﹤0.01%
7,599
331
$122K ﹤0.01%
2,694
332
$121K ﹤0.01%
680
333
$117K ﹤0.01%
3,274
+2
334
$116K ﹤0.01%
5,626
-1,014
335
$113K ﹤0.01%
1,972
+87
336
$113K ﹤0.01%
2,930
337
$112K ﹤0.01%
952
338
$111K ﹤0.01%
300
339
$109K ﹤0.01%
3,679
340
$108K ﹤0.01%
3,093
341
$108K ﹤0.01%
665
-205
342
$108K ﹤0.01%
940
+200
343
$108K ﹤0.01%
905
-250
344
$107K ﹤0.01%
1,480
345
$105K ﹤0.01%
500
346
$104K ﹤0.01%
773
347
$104K ﹤0.01%
1,814
-653
348
$104K ﹤0.01%
529
+2
349
$104K ﹤0.01%
300
350
$104K ﹤0.01%
167
-1
12 13
14
15 16