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
26
$24.8M 0.87%
26,083
-442
27
$24.6M 0.86%
103,954
-1,293
28
$24.4M 0.86%
302,068
-8,453
29
$23.6M 0.83%
194,586
-2,996
30
$23.2M 0.81%
100,774
-2,226
31
$23.2M 0.81%
44,829
-1,274
32
$22.7M 0.8%
46,175
-581
33
$22.6M 0.79%
101,393
-66
34
$22.6M 0.79%
29,172
-1,143
35
$22.2M 0.78%
61,362
+454
36
$21.8M 0.76%
279,275
-3,333
37
$21.6M 0.76%
78,069
-1,492
38
$20.9M 0.73%
77,999
-2,066
39
$20.5M 0.72%
126,690
-1,304
40
$20.2M 0.71%
40,966
-2,078
41
$19.8M 0.69%
4,693
+5
42
$19.7M 0.69%
22,179
-117
43
$19.7M 0.69%
261,710
-3,350
44
$19.5M 0.68%
127,126
+758
45
$19.3M 0.68%
598,725
-2,500
46
$19.2M 0.67%
70,152
+132
47
$19M 0.67%
111,944
-1,552
48
$18.6M 0.65%
159,245
+8,973
49
$18.3M 0.64%
76,094
-833
50
$18.1M 0.63%
30,947
-302
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2
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