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
526
$29.5K ﹤0.01%
3,758
527
$29.4K ﹤0.01%
300
-15
528
$29.2K ﹤0.01%
303
529
$29.1K ﹤0.01%
450
530
$29.1K ﹤0.01%
141
531
$29.1K ﹤0.01%
875
532
$28.9K ﹤0.01%
265
-64
533
$28.9K ﹤0.01%
412
534
$28.8K ﹤0.01%
246
-458
535
$28.6K ﹤0.01%
2,050
536
$28.5K ﹤0.01%
1,184
537
$28.1K ﹤0.01%
5,000
538
$28K ﹤0.01%
+100
539
$27.6K ﹤0.01%
1,375
540
$27.6K ﹤0.01%
615
541
$27.5K ﹤0.01%
122
-5
542
$27.4K ﹤0.01%
975
543
$27.3K ﹤0.01%
406
544
$26.4K ﹤0.01%
+263
545
$26.1K ﹤0.01%
640
546
$26K ﹤0.01%
100
-250
547
$25.7K ﹤0.01%
819
548
$25.3K ﹤0.01%
139
549
$25.2K ﹤0.01%
350
-10
550
$24.7K ﹤0.01%
767
20 21
22
23 24