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
401
$48K ﹤0.01%
3,000
402
$48K ﹤0.01%
375
-169
403
$48K ﹤0.01%
2,629
404
$47K ﹤0.01%
343
+13
405
$47K ﹤0.01%
250
406
$46K ﹤0.01%
750
-75
407
$46K ﹤0.01%
1,850
408
$45K ﹤0.01%
425
409
$45K ﹤0.01%
3,490
-1,958
410
$44K ﹤0.01%
360
411
$44K ﹤0.01%
2,800
412
$44K ﹤0.01%
1,016
413
$44K ﹤0.01%
529
414
$44K ﹤0.01%
1,000
415
$43K ﹤0.01%
371
416
$43K ﹤0.01%
396
417
$43K ﹤0.01%
1,743
418
$42K ﹤0.01%
157
-50
419
$42K ﹤0.01%
1,450
420
$42K ﹤0.01%
961
+10
421
$42K ﹤0.01%
623
422
$42K ﹤0.01%
1,381
423
$41K ﹤0.01%
760
424
$41K ﹤0.01%
525
+75
425
$41K ﹤0.01%
840
15 16
17
18 19