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
401
$70K ﹤0.01%
800
402
$69.7K ﹤0.01%
400
403
$69.4K ﹤0.01%
1,016
404
$69.1K ﹤0.01%
8,718
405
$69.1K ﹤0.01%
1,030
406
$68.8K ﹤0.01%
85
407
$68.5K ﹤0.01%
2,023
408
$68K ﹤0.01%
324
409
$67.9K ﹤0.01%
706
+134
410
$67.4K ﹤0.01%
1,000
411
$67.1K ﹤0.01%
750
+250
412
$66.9K ﹤0.01%
1,650
413
$66.6K ﹤0.01%
+1,000
414
$66.1K ﹤0.01%
+380
415
$65.9K ﹤0.01%
5,678
-68
416
$65.6K ﹤0.01%
+600
417
$64.2K ﹤0.01%
500
418
$63.9K ﹤0.01%
794
-17
419
$63.9K ﹤0.01%
425
420
$63.7K ﹤0.01%
1,700
+1,275
421
$63.4K ﹤0.01%
2,000
422
$63.3K ﹤0.01%
400
423
$62.9K ﹤0.01%
750
424
$62.6K ﹤0.01%
3,000
425
$62.5K ﹤0.01%
680