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
351
$66K ﹤0.01%
1,384
-5
352
$66K ﹤0.01%
2,200
353
$66K ﹤0.01%
1,500
354
$66K ﹤0.01%
400
355
$64K ﹤0.01%
971
+397
356
$63K ﹤0.01%
440
357
$62K ﹤0.01%
1,578
+25
358
$61K ﹤0.01%
1,244
359
$60K ﹤0.01%
1,000
360
$60K ﹤0.01%
500
361
$60K ﹤0.01%
3,878
362
$60K ﹤0.01%
755
363
$59K ﹤0.01%
574
-123,507
364
$59K ﹤0.01%
959
365
$58K ﹤0.01%
1,222
366
$58K ﹤0.01%
780
+744
367
$58K ﹤0.01%
479
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368
$57K ﹤0.01%
1,199
369
$57K ﹤0.01%
212
370
$56K ﹤0.01%
2,000
-16
371
$56K ﹤0.01%
6,549
-3
372
$56K ﹤0.01%
4,000
373
$55K ﹤0.01%
3,105
374
$55K ﹤0.01%
247
-10
375
$54K ﹤0.01%
647
13 14
15
16 17