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
501
$25.4K ﹤0.01%
1,381
502
$25.4K ﹤0.01%
1,000
503
$25.3K ﹤0.01%
250
504
$25.1K ﹤0.01%
457
-2,315
505
$25.1K ﹤0.01%
420
506
$24.9K ﹤0.01%
754
-16
507
$24.8K ﹤0.01%
500
508
$24.7K ﹤0.01%
125
509
$24.7K ﹤0.01%
1,000
510
$24.2K ﹤0.01%
2,500
511
$24.1K ﹤0.01%
480
512
$24K ﹤0.01%
265
513
$23.8K ﹤0.01%
188
514
$23.6K ﹤0.01%
446
-82
515
$23.6K ﹤0.01%
1,263
516
$23.4K ﹤0.01%
191
517
$23.2K ﹤0.01%
418
518
$22.8K ﹤0.01%
400
519
$22.6K ﹤0.01%
44
+1
520
$22.6K ﹤0.01%
319
+2
521
$22.3K ﹤0.01%
+300
522
$22.2K ﹤0.01%
241
-29
523
$21.9K ﹤0.01%
377
524
$21.9K ﹤0.01%
2,738
525
$21.8K ﹤0.01%
403
19 20
21
22 23