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
551
$17.4K ﹤0.01%
45
552
$17.3K ﹤0.01%
25
-4
553
$17.3K ﹤0.01%
380
554
$17.3K ﹤0.01%
150
555
$17.1K ﹤0.01%
450
556
$17.1K ﹤0.01%
400
557
$17K ﹤0.01%
45
558
$16.9K ﹤0.01%
816
559
$16.9K ﹤0.01%
1,111
560
$16.9K ﹤0.01%
490
561
$16.7K ﹤0.01%
374
+24
562
$16.1K ﹤0.01%
900
563
$16.1K ﹤0.01%
3,597
564
$16.1K ﹤0.01%
311
565
$15.9K ﹤0.01%
239
+10
566
$15.4K ﹤0.01%
461
-1
567
$15.1K ﹤0.01%
+37
568
$15K ﹤0.01%
150
569
$15K ﹤0.01%
300
-18
570
$14.9K ﹤0.01%
+224
571
$14.7K ﹤0.01%
400
572
$14.7K ﹤0.01%
88
573
$14.6K ﹤0.01%
189
-254
574
$14.6K ﹤0.01%
230
575
$14.4K ﹤0.01%
425
21 22
23
24 25