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
476
$30K ﹤0.01%
153
477
$29K ﹤0.01%
+637
478
$29K ﹤0.01%
661
479
$29K ﹤0.01%
106
-1
480
$29K ﹤0.01%
225
-25
481
$29K ﹤0.01%
383
-18
482
$29K ﹤0.01%
470
483
$28K ﹤0.01%
990
+22
484
$28K ﹤0.01%
789
485
$28K ﹤0.01%
315
+200
486
$28K ﹤0.01%
2,500
-385
487
$28K ﹤0.01%
245
488
$28K ﹤0.01%
100
489
$27K ﹤0.01%
2,000
-1,840
490
$27K ﹤0.01%
1,175
491
$27K ﹤0.01%
65
492
$27K ﹤0.01%
278
493
$27K ﹤0.01%
3,000
494
$27K ﹤0.01%
80
495
$27K ﹤0.01%
2,500
-457
496
$27K ﹤0.01%
102
497
$27K ﹤0.01%
190
498
$27K ﹤0.01%
500
499
$27K ﹤0.01%
1,348
500
$26K ﹤0.01%
1,200
-16
18 19
20
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