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
576
$20.8K ﹤0.01%
750
577
$20.7K ﹤0.01%
72
+2
578
$20.7K ﹤0.01%
735
579
$20.7K ﹤0.01%
75
580
$20.7K ﹤0.01%
200
581
$20.5K ﹤0.01%
107
-6
582
$20.4K ﹤0.01%
400
583
$20.4K ﹤0.01%
565
584
$20.4K ﹤0.01%
150
585
$20.3K ﹤0.01%
520
586
$20.1K ﹤0.01%
1,000
587
$20K ﹤0.01%
500
588
$19.6K ﹤0.01%
700
589
$19.6K ﹤0.01%
82
-14
590
$19.3K ﹤0.01%
200
591
$19.2K ﹤0.01%
154
+4
592
$19.1K ﹤0.01%
650
593
$19.1K ﹤0.01%
290
594
$18.9K ﹤0.01%
18
-1
595
$18.8K ﹤0.01%
75
596
$18.7K ﹤0.01%
800
597
$18.6K ﹤0.01%
130
598
$18.6K ﹤0.01%
120
599
$18.5K ﹤0.01%
744
600
$18.5K ﹤0.01%
175
22 23
24
25 26