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
451
$34.1K ﹤0.01%
500
452
$33.4K ﹤0.01%
637
453
$33.4K ﹤0.01%
255
454
$32.8K ﹤0.01%
647
455
$32.3K ﹤0.01%
3,000
456
$31.9K ﹤0.01%
760
457
$31.8K ﹤0.01%
419
458
$31.1K ﹤0.01%
1,666
459
$31K ﹤0.01%
232
460
$30.2K ﹤0.01%
175
461
$30.2K ﹤0.01%
1,000
462
$30K ﹤0.01%
150
463
$30K ﹤0.01%
145
-2
464
$29.8K ﹤0.01%
357
-400
465
$29.6K ﹤0.01%
262
466
$29.5K ﹤0.01%
1,200
467
$29.4K ﹤0.01%
1,000
468
$29.4K ﹤0.01%
453
469
$29.4K ﹤0.01%
235
470
$29.3K ﹤0.01%
975
471
$29.2K ﹤0.01%
385
472
$29.2K ﹤0.01%
206
473
$29.2K ﹤0.01%
230
474
$29.1K ﹤0.01%
339
475
$28.9K ﹤0.01%
2,662
-6,805
17 18
19
20 21