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
576
$16K ﹤0.01%
375
-6
577
$16K ﹤0.01%
507
578
$16K ﹤0.01%
225
+3
579
$16K ﹤0.01%
500
580
$16K ﹤0.01%
590
581
$16K ﹤0.01%
800
-126
582
$16K ﹤0.01%
1,670
583
$16K ﹤0.01%
406
584
$15K ﹤0.01%
303
585
$15K ﹤0.01%
85
586
$15K ﹤0.01%
175
587
$15K ﹤0.01%
816
-48
588
$15K ﹤0.01%
182
589
$15K ﹤0.01%
+1,000
590
$15K ﹤0.01%
290
591
$15K ﹤0.01%
365
-5
592
$15K ﹤0.01%
150
593
$15K ﹤0.01%
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594
$15K ﹤0.01%
900
595
$15K ﹤0.01%
1,300
596
$15K ﹤0.01%
340
597
$15K ﹤0.01%
350
598
$14K ﹤0.01%
100
599
$14K ﹤0.01%
29
-3
600
$14K ﹤0.01%
1,160
22 23
24
25 26