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
376
$84.1K ﹤0.01%
1,840
-419
377
$84K ﹤0.01%
519
378
$82.9K ﹤0.01%
652
379
$82.8K ﹤0.01%
1,188
380
$82.1K ﹤0.01%
202
381
$81K ﹤0.01%
5,000
382
$77.9K ﹤0.01%
3,527
383
$77.6K ﹤0.01%
1,100
384
$77.4K ﹤0.01%
300
385
$77.3K ﹤0.01%
365
386
$75.3K ﹤0.01%
1,000
387
$75.3K ﹤0.01%
119
388
$75.1K ﹤0.01%
516
-40
389
$74.7K ﹤0.01%
1,020
390
$74.5K ﹤0.01%
1,119
+293
391
$73.3K ﹤0.01%
1,573
+5
392
$73.2K ﹤0.01%
2,500
393
$72.7K ﹤0.01%
2,800
394
$72.7K ﹤0.01%
1,159
-1,106
395
$72.3K ﹤0.01%
580
396
$71.5K ﹤0.01%
1,000
397
$71.3K ﹤0.01%
309
398
$71.1K ﹤0.01%
3,490
399
$70.7K ﹤0.01%
1,167
400
$70.5K ﹤0.01%
150
14 15
16
17 18