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
476
$28.8K ﹤0.01%
350
477
$28.8K ﹤0.01%
367
478
$28.7K ﹤0.01%
1,966
+1,201
479
$28.6K ﹤0.01%
1,044
-1,265
480
$28.4K ﹤0.01%
772
481
$28.2K ﹤0.01%
175
482
$28.1K ﹤0.01%
1,137
-61
483
$27.9K ﹤0.01%
1,048
484
$27.8K ﹤0.01%
400
485
$27.4K ﹤0.01%
345
-15
486
$27.1K ﹤0.01%
1,000
-1,000
487
$27K ﹤0.01%
278
488
$26.9K ﹤0.01%
507
489
$26.8K ﹤0.01%
200
-300
490
$26.7K ﹤0.01%
157
491
$26.6K ﹤0.01%
300
492
$26.5K ﹤0.01%
1,184
493
$26.4K ﹤0.01%
407
494
$26.3K ﹤0.01%
4,116
495
$26.1K ﹤0.01%
2,500
496
$26K ﹤0.01%
589
497
$25.9K ﹤0.01%
100
498
$25.7K ﹤0.01%
171
-1
499
$25.6K ﹤0.01%
1,299
500
$25.5K ﹤0.01%
200
18 19
20
21 22