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
451
$50.7K ﹤0.01%
+1,000
452
$50.7K ﹤0.01%
465
453
$50.6K ﹤0.01%
1,671
454
$50.4K ﹤0.01%
990
455
$50.3K ﹤0.01%
1,063
456
$48.7K ﹤0.01%
1,000
457
$48.5K ﹤0.01%
2,440
458
$48K ﹤0.01%
97
459
$47.9K ﹤0.01%
400
-352
460
$47.4K ﹤0.01%
784
-83
461
$46.7K ﹤0.01%
600
462
$46.7K ﹤0.01%
2,290
463
$46.6K ﹤0.01%
300
464
$46.5K ﹤0.01%
1,600
-1,000
465
$46.2K ﹤0.01%
1,712
466
$45.6K ﹤0.01%
1,500
-213
467
$45.1K ﹤0.01%
269
468
$45K ﹤0.01%
100
469
$44.5K ﹤0.01%
375
+1
470
$44.4K ﹤0.01%
344
471
$44K ﹤0.01%
330
472
$43.8K ﹤0.01%
564
-125
473
$43.7K ﹤0.01%
500
474
$43.1K ﹤0.01%
1,000
475
$42.1K ﹤0.01%
+710
17 18
19
20 21