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
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
$14K ﹤0.01%
400
608
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242
609
$14K ﹤0.01%
300
610
$14K ﹤0.01%
10
611
$13K ﹤0.01%
44
612
$13K ﹤0.01%
1,500
613
$13K ﹤0.01%
639
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614
$13K ﹤0.01%
300
615
$13K ﹤0.01%
400
616
$13K ﹤0.01%
200
617
$13K ﹤0.01%
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618
$13K ﹤0.01%
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$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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