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
426
$41K ﹤0.01%
390
427
$41K ﹤0.01%
461
+261
428
$41K ﹤0.01%
1,326
+299
429
$40K ﹤0.01%
500
430
$39K ﹤0.01%
205
-11
431
$39K ﹤0.01%
269
-23
432
$39K ﹤0.01%
591
433
$39K ﹤0.01%
647
434
$38K ﹤0.01%
800
435
$38K ﹤0.01%
426
-10
436
$38K ﹤0.01%
3,600
437
$38K ﹤0.01%
2,440
438
$38K ﹤0.01%
1,560
+12
439
$38K ﹤0.01%
206
440
$37K ﹤0.01%
1,587
-33
441
$36K ﹤0.01%
2,170
442
$36K ﹤0.01%
3,183
+2,783
443
$36K ﹤0.01%
1,500
444
$36K ﹤0.01%
1,500
445
$35K ﹤0.01%
728
446
$35K ﹤0.01%
+1,152
447
$35K ﹤0.01%
600
-115
448
$35K ﹤0.01%
450
449
$35K ﹤0.01%
500
450
$35K ﹤0.01%
1,109
+62
16 17
18
19 20