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
501
$36.4K ﹤0.01%
775
502
$36.4K ﹤0.01%
1,299
503
$36.2K ﹤0.01%
1,353
-1,677
504
$36.2K ﹤0.01%
133
505
$35.8K ﹤0.01%
+4,440
506
$35.1K ﹤0.01%
340
507
$35.1K ﹤0.01%
175
508
$35.1K ﹤0.01%
183
+1
509
$34.8K ﹤0.01%
1,500
+300
510
$34.5K ﹤0.01%
700
511
$34.4K ﹤0.01%
4,116
512
$34K ﹤0.01%
287
+19
513
$33.4K ﹤0.01%
349
+49
514
$33.4K ﹤0.01%
250
-100
515
$32.8K ﹤0.01%
2,500
516
$32K ﹤0.01%
300
517
$32K ﹤0.01%
1,416
518
$31.9K ﹤0.01%
420
519
$31.8K ﹤0.01%
1,666
520
$31.3K ﹤0.01%
400
521
$31.1K ﹤0.01%
135
-32
522
$31.1K ﹤0.01%
278
523
$29.9K ﹤0.01%
2,500
524
$29.9K ﹤0.01%
186
-1
525
$29.6K ﹤0.01%
1,000
-213
19 20
21
22 23