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
551
$24.5K ﹤0.01%
184
-274
552
$24.5K ﹤0.01%
500
553
$24.4K ﹤0.01%
175
554
$24.3K ﹤0.01%
248
555
$24.2K ﹤0.01%
1,200
556
$23.9K ﹤0.01%
41
557
$23.7K ﹤0.01%
1,160
558
$23.7K ﹤0.01%
90
559
$23.6K ﹤0.01%
+300
560
$23.3K ﹤0.01%
490
561
$23.3K ﹤0.01%
435
562
$22.8K ﹤0.01%
1,192
563
$22.7K ﹤0.01%
435
+2
564
$22.7K ﹤0.01%
210
-236
565
$22.5K ﹤0.01%
361
566
$22.4K ﹤0.01%
400
567
$21.9K ﹤0.01%
665
568
$21.8K ﹤0.01%
200
569
$21.8K ﹤0.01%
375
570
$21.7K ﹤0.01%
+400
571
$21.6K ﹤0.01%
260
572
$21.5K ﹤0.01%
2,033
-1,000
573
$21.4K ﹤0.01%
15
574
$21.4K ﹤0.01%
350
575
$21.3K ﹤0.01%
521
21 22
23
24 25