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
576
$14.3K ﹤0.01%
242
577
$14.3K ﹤0.01%
340
578
$14.1K ﹤0.01%
300
579
$14.1K ﹤0.01%
70
-11
580
$14.1K ﹤0.01%
1,000
581
$13.9K ﹤0.01%
375
582
$13.8K ﹤0.01%
159
-23
583
$13.8K ﹤0.01%
200
584
$13.8K ﹤0.01%
800
585
$13.7K ﹤0.01%
70
586
$13.7K ﹤0.01%
200
587
$13.6K ﹤0.01%
200
588
$13.6K ﹤0.01%
330
589
$13.4K ﹤0.01%
290
590
$13.3K ﹤0.01%
396
+6
591
$13.1K ﹤0.01%
500
592
$13K ﹤0.01%
335
-613
593
$13K ﹤0.01%
377
-3
594
$13K ﹤0.01%
1,130
595
$12.9K ﹤0.01%
1,010
596
$12.9K ﹤0.01%
115
597
$12.8K ﹤0.01%
800
598
$12.7K ﹤0.01%
115
599
$12.6K ﹤0.01%
715
-102
600
$12.5K ﹤0.01%
122
-1
22 23
24
25 26