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
$1.99B
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
981
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$2.31M
3
+$1.61M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.56M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.25M

Top Sells

1
+$12.7M
2
+$6.69M
3
+$3.33M
4
AAPL icon
Apple
AAPL
+$2.55M
5
MSFT icon
Microsoft
MSFT
+$2.39M

Sector Composition

1 Technology 20.94%
2 Financials 13.61%
3 Healthcare 11.65%
4 Consumer Discretionary 8.21%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$19K ﹤0.01%
263
552
$19K ﹤0.01%
318
+200
553
$19K ﹤0.01%
135
554
$19K ﹤0.01%
700
555
$18K ﹤0.01%
540
-320
556
$18K ﹤0.01%
480
557
$18K ﹤0.01%
650
558
$18K ﹤0.01%
232
559
$18K ﹤0.01%
43
560
$18K ﹤0.01%
161
561
$18K ﹤0.01%
55
562
$18K ﹤0.01%
1,290
-72
563
$18K ﹤0.01%
412
564
$18K ﹤0.01%
53
565
$17K ﹤0.01%
415
-4
566
$17K ﹤0.01%
180
567
$17K ﹤0.01%
175
568
$17K ﹤0.01%
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569
$17K ﹤0.01%
200
570
$17K ﹤0.01%
996
571
$17K ﹤0.01%
1,160
572
$17K ﹤0.01%
407
573
$17K ﹤0.01%
76
574
$16K ﹤0.01%
380
575
$16K ﹤0.01%
225
+3
21 22
23
24 25