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
401
$47.9K ﹤0.01%
826
402
$47.4K ﹤0.01%
1,255
-439
403
$45.8K ﹤0.01%
2,715
404
$45.7K ﹤0.01%
5,000
405
$45.6K ﹤0.01%
2,500
406
$45.3K ﹤0.01%
102
407
$45K ﹤0.01%
1,016
408
$44.3K ﹤0.01%
2,290
409
$44.3K ﹤0.01%
180
410
$44.3K ﹤0.01%
321
411
$44K ﹤0.01%
1,244
+15
412
$43.9K ﹤0.01%
360
413
$43.1K ﹤0.01%
400
-170
414
$42.8K ﹤0.01%
2,296
415
$42.4K ﹤0.01%
3,000
416
$42.4K ﹤0.01%
3,105
417
$42.2K ﹤0.01%
500
418
$41.8K ﹤0.01%
459
419
$41.6K ﹤0.01%
450
420
$41.2K ﹤0.01%
268
+93
421
$41K ﹤0.01%
1,400
422
$40.7K ﹤0.01%
4,126
-1,061
423
$40.7K ﹤0.01%
382
+36
424
$40.6K ﹤0.01%
600
425
$40.1K ﹤0.01%
3,852
15 16
17
18 19