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
376
$57.4K ﹤0.01%
250
377
$56.6K ﹤0.01%
1,199
378
$56.4K ﹤0.01%
+902
379
$55.6K ﹤0.01%
1,466
380
$55.3K ﹤0.01%
386
381
$55.2K ﹤0.01%
1,000
382
$54.6K ﹤0.01%
385
383
$54.2K ﹤0.01%
1,000
384
$54K ﹤0.01%
64
385
$53.2K ﹤0.01%
3,600
386
$52.4K ﹤0.01%
1,016
387
$52K ﹤0.01%
510
388
$50.7K ﹤0.01%
580
389
$50.6K ﹤0.01%
730
390
$50.5K ﹤0.01%
92
391
$50.5K ﹤0.01%
1,647
392
$50.1K ﹤0.01%
4,033
393
$50K ﹤0.01%
3,490
394
$49.8K ﹤0.01%
990
395
$49.6K ﹤0.01%
1,000
396
$49.6K ﹤0.01%
1,850
-3,500
397
$49.4K ﹤0.01%
310
+120
398
$49.1K ﹤0.01%
+6,775
399
$48.2K ﹤0.01%
225
400
$48.1K ﹤0.01%
+1,952
14 15
16
17 18