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
376
$53K ﹤0.01%
1,000
377
$53K ﹤0.01%
1,499
378
$53K ﹤0.01%
792
379
$53K ﹤0.01%
300
380
$52K ﹤0.01%
253
-6
381
$52K ﹤0.01%
445
+2
382
$51K ﹤0.01%
584
383
$51K ﹤0.01%
3,852
384
$51K ﹤0.01%
700
385
$51K ﹤0.01%
2,160
-80
386
$51K ﹤0.01%
1,263
+100
387
$50K ﹤0.01%
750
-700
388
$50K ﹤0.01%
186
+1
389
$50K ﹤0.01%
1,100
390
$50K ﹤0.01%
293
391
$50K ﹤0.01%
187
392
$50K ﹤0.01%
605
393
$50K ﹤0.01%
1,800
394
$49K ﹤0.01%
770
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395
$49K ﹤0.01%
386
396
$49K ﹤0.01%
4,565
397
$49K ﹤0.01%
990
398
$49K ﹤0.01%
390
399
$48K ﹤0.01%
800
400
$48K ﹤0.01%
122
+7
14 15
16
17 18