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
426
$39.5K ﹤0.01%
350
427
$39.4K ﹤0.01%
1,600
+83
428
$39K ﹤0.01%
100
429
$38.5K ﹤0.01%
2,120
430
$38.1K ﹤0.01%
170
-26
431
$37.6K ﹤0.01%
245
432
$37.6K ﹤0.01%
396
433
$37.5K ﹤0.01%
109
+2
434
$37.2K ﹤0.01%
643
435
$37.1K ﹤0.01%
461
436
$37K ﹤0.01%
350
-9
437
$36.9K ﹤0.01%
1,435
-25
438
$36.2K ﹤0.01%
2,050
439
$35.9K ﹤0.01%
200
440
$35.7K ﹤0.01%
575
441
$35.7K ﹤0.01%
140
442
$35.5K ﹤0.01%
400
443
$35.5K ﹤0.01%
241
+30
444
$35.5K ﹤0.01%
2,440
445
$35.4K ﹤0.01%
1,800
446
$35.2K ﹤0.01%
775
447
$34.8K ﹤0.01%
127
-50
448
$34.8K ﹤0.01%
728
449
$34.8K ﹤0.01%
80
450
$34.5K ﹤0.01%
649
+125
16 17
18
19 20