WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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
+$9.2M
2
+$2.57M
3
+$1.77M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.37M

Top Sells

1
+$12.8M
2
+$7.02M
3
+$3.58M
4
AAPL icon
Apple
AAPL
+$2.9M
5
MSFT icon
Microsoft
MSFT
+$2.71M

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
601
$14K ﹤0.01%
100
602
$14K ﹤0.01%
29
-3
603
$14K ﹤0.01%
1,160
604
$14K ﹤0.01%
330
605
$14K ﹤0.01%
70
-5
606
$14K ﹤0.01%
26
607
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400
608
$14K ﹤0.01%
242
609
$14K ﹤0.01%
300
610
$14K ﹤0.01%
10
611
$13K ﹤0.01%
400
612
$13K ﹤0.01%
200
613
$13K ﹤0.01%
44
614
$13K ﹤0.01%
1,500
615
$13K ﹤0.01%
639
+48
616
$13K ﹤0.01%
300
617
$13K ﹤0.01%
45
618
$13K ﹤0.01%
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619
$13K ﹤0.01%
450
620
$13K ﹤0.01%
2,738
621
$13K ﹤0.01%
200
622
$12K ﹤0.01%
1,011
623
$12K ﹤0.01%
750
624
$12K ﹤0.01%
217
-18
625
$12K ﹤0.01%
500
23 24
25
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