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
426
$62.1K ﹤0.01%
936
-5
427
$62K ﹤0.01%
182
-180
428
$61.7K ﹤0.01%
750
429
$61.5K ﹤0.01%
2,271
-1,554
430
$60.5K ﹤0.01%
312
431
$60.3K ﹤0.01%
1,952
432
$60.2K ﹤0.01%
225
433
$59.2K ﹤0.01%
1,199
434
$58.8K ﹤0.01%
730
435
$58.8K ﹤0.01%
424
436
$58.7K ﹤0.01%
658
+321
437
$58.4K ﹤0.01%
356
+2
438
$58.3K ﹤0.01%
2,296
439
$58.3K ﹤0.01%
300
440
$57.2K ﹤0.01%
517
441
$56.6K ﹤0.01%
3,852
442
$55.7K ﹤0.01%
560
443
$55.3K ﹤0.01%
3,303
+14
444
$54.6K ﹤0.01%
3,105
445
$54.5K ﹤0.01%
841
-482
446
$54.5K ﹤0.01%
339
447
$52.8K ﹤0.01%
268
448
$52.8K ﹤0.01%
245
449
$51.2K ﹤0.01%
101
450
$50.9K ﹤0.01%
414
-8
16 17
18
19 20