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
26
$21M 1.06%
221,584
+13,190
27
$20.5M 1.03%
113,213
-1,267
28
$19.5M 0.98%
86,185
-876
29
$19.4M 0.98%
119,050
-741
30
$19.2M 0.97%
86,058
-743
31
$17.2M 0.87%
36,369
-320
32
$17M 0.86%
113,753
-485
33
$16.8M 0.84%
204,886
+1,023
34
$16.2M 0.82%
261,281
-807
35
$16.1M 0.81%
29,184
+313
36
$16M 0.81%
114,981
+801
37
$15.9M 0.8%
93,477
-51
38
$15.8M 0.8%
164,097
-3,822
39
$15.6M 0.78%
153,274
-2,956
40
$15.3M 0.77%
350,747
-2,619
41
$14.9M 0.75%
69,607
-721
42
$14.8M 0.75%
129,428
-1,073
43
$14.8M 0.74%
26,002
+187
44
$14.7M 0.74%
207,312
-72
45
$14.6M 0.73%
87,342
-177
46
$14.5M 0.73%
106,686
+1,493
47
$14.3M 0.72%
329,835
+15
48
$14.1M 0.71%
179,780
-856
49
$13.8M 0.7%
321,108
+6,932
50
$13.4M 0.68%
353,830
-15,480
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