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
351
$102K ﹤0.01%
2,000
-166
352
$101K ﹤0.01%
770
-22
353
$100K ﹤0.01%
1,000
354
$99.6K ﹤0.01%
1,467
355
$99.5K ﹤0.01%
709
+99
356
$97.1K ﹤0.01%
216
357
$96.9K ﹤0.01%
382
-16
358
$95.5K ﹤0.01%
1,030
+500
359
$94.6K ﹤0.01%
757
360
$94.1K ﹤0.01%
959
361
$94.1K ﹤0.01%
370
362
$93.9K ﹤0.01%
197
363
$93K ﹤0.01%
736
-5
364
$92.8K ﹤0.01%
1,211
365
$92.5K ﹤0.01%
1,122
+2
366
$92.5K ﹤0.01%
6,775
367
$92K ﹤0.01%
1,540
-2,081
368
$91.8K ﹤0.01%
1,392
369
$90.2K ﹤0.01%
1,000
370
$89.6K ﹤0.01%
2,528
371
$88.2K ﹤0.01%
1,939
-1,556
372
$86.5K ﹤0.01%
1,500
373
$85.6K ﹤0.01%
1,440
374
$85.1K ﹤0.01%
185
375
$84.5K ﹤0.01%
626
13 14
15
16 17