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
476
$41.8K ﹤0.01%
+797
477
$41.7K ﹤0.01%
640
478
$41.5K ﹤0.01%
910
+194
479
$40.9K ﹤0.01%
1,100
480
$40.8K ﹤0.01%
772
481
$40.6K ﹤0.01%
888
482
$40.1K ﹤0.01%
3,600
483
$40K ﹤0.01%
3,767
-3,604
484
$39.6K ﹤0.01%
252
485
$39.6K ﹤0.01%
110
+3
486
$39.5K ﹤0.01%
192
487
$39.2K ﹤0.01%
1,000
488
$38.8K ﹤0.01%
637
489
$38.7K ﹤0.01%
462
490
$38.4K ﹤0.01%
589
491
$38.3K ﹤0.01%
652
+9
492
$38.1K ﹤0.01%
190
493
$37.9K ﹤0.01%
575
-182
494
$37.9K ﹤0.01%
597
495
$37.6K ﹤0.01%
235
496
$37.5K ﹤0.01%
132
497
$37.4K ﹤0.01%
250
498
$37.2K ﹤0.01%
500
499
$37K ﹤0.01%
175
500
$36.5K ﹤0.01%
403