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
451
$34K ﹤0.01%
1,666
452
$34K ﹤0.01%
772
453
$34K ﹤0.01%
207
454
$34K ﹤0.01%
1,517
+12
455
$34K ﹤0.01%
92
456
$33K ﹤0.01%
700
457
$33K ﹤0.01%
600
458
$33K ﹤0.01%
1,585
-13
459
$33K ﹤0.01%
150
460
$33K ﹤0.01%
530
+50
461
$33K ﹤0.01%
188
462
$32K ﹤0.01%
700
463
$32K ﹤0.01%
702
464
$32K ﹤0.01%
419
465
$32K ﹤0.01%
666
-5,817
466
$31K ﹤0.01%
+2,050
467
$31K ﹤0.01%
1,440
468
$31K ﹤0.01%
255
469
$30K ﹤0.01%
643
470
$30K ﹤0.01%
526
+12
471
$30K ﹤0.01%
200
472
$30K ﹤0.01%
400
473
$30K ﹤0.01%
150
474
$30K ﹤0.01%
2,120
-140
475
$30K ﹤0.01%
249
17 18
19
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