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
26
$19.8M 0.87%
83,974
-1,437
27
$19.7M 0.87%
116,457
+215
28
$19.6M 0.86%
262,597
-11,864
29
$19.4M 0.85%
80,613
-946
30
$19.3M 0.85%
336,885
+2,986
31
$19.1M 0.84%
108,970
+31
32
$19M 0.83%
33,555
-34
33
$18.9M 0.83%
130,935
+1,455
34
$18.5M 0.82%
246,768
+1,386
35
$18.4M 0.81%
48,730
-2,723
36
$17.8M 0.78%
27,518
+81
37
$17.7M 0.78%
34,787
-75
38
$17.5M 0.77%
250,265
-2,389
39
$17.1M 0.75%
23,528
-187
40
$17M 0.75%
318,864
+465
41
$16.8M 0.74%
260,997
+10,233
42
$16.8M 0.74%
637,425
-54,436
43
$16.8M 0.74%
61,332
+42
44
$16.7M 0.73%
157,051
+760
45
$16.7M 0.73%
169,241
-112
46
$16.7M 0.73%
45,619
+265
47
$16.3M 0.72%
144,713
+1,754
48
$16.2M 0.71%
341,246
-2,458
49
$16.1M 0.71%
35,095
-245
50
$16M 0.7%
230,701
-712
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