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
351
$68.2K ﹤0.01%
350
352
$66.8K ﹤0.01%
3,500
353
$66.4K ﹤0.01%
425
354
$65.5K ﹤0.01%
1,222
355
$65.3K ﹤0.01%
240
356
$64.9K ﹤0.01%
584
357
$64.8K ﹤0.01%
413
-5
358
$62.8K ﹤0.01%
700
359
$62.8K ﹤0.01%
519
360
$62.7K ﹤0.01%
680
361
$62.4K ﹤0.01%
1,650
362
$61.2K ﹤0.01%
2,800
363
$61K ﹤0.01%
300
364
$60.6K ﹤0.01%
1,167
365
$60.4K ﹤0.01%
1,498
-3
366
$60K ﹤0.01%
1,590
+140
367
$60K ﹤0.01%
550
368
$59.6K ﹤0.01%
428
+7
369
$59K ﹤0.01%
2,831
+29
370
$58.7K ﹤0.01%
1,040
371
$58.7K ﹤0.01%
921
+260
372
$58.5K ﹤0.01%
1,100
373
$58.5K ﹤0.01%
780
374
$58.3K ﹤0.01%
800
375
$57.7K ﹤0.01%
390
13 14
15
16 17