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
526
$21.7K ﹤0.01%
200
527
$21.6K ﹤0.01%
180
528
$21.6K ﹤0.01%
412
529
$21.2K ﹤0.01%
361
+11
530
$21.2K ﹤0.01%
232
-78
531
$21K ﹤0.01%
1,207
-140
532
$20.9K ﹤0.01%
885
533
$20.7K ﹤0.01%
548
534
$20.5K ﹤0.01%
300
535
$20.3K ﹤0.01%
406
536
$20.1K ﹤0.01%
1,160
537
$19.9K ﹤0.01%
139
538
$19.7K ﹤0.01%
340
539
$19.7K ﹤0.01%
590
540
$19K ﹤0.01%
175
541
$19K ﹤0.01%
767
542
$18.8K ﹤0.01%
1,000
543
$18.7K ﹤0.01%
1,000
544
$18.5K ﹤0.01%
175
545
$18.3K ﹤0.01%
813
546
$18.2K ﹤0.01%
996
547
$18K ﹤0.01%
100
548
$17.9K ﹤0.01%
+46
549
$17.5K ﹤0.01%
700
550
$17.5K ﹤0.01%
650
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