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
601
$12.4K ﹤0.01%
350
-1,300
602
$12.4K ﹤0.01%
200
603
$12.3K ﹤0.01%
208
604
$12.3K ﹤0.01%
5,000
605
$12.2K ﹤0.01%
508
606
$12.2K ﹤0.01%
90
607
$11.6K ﹤0.01%
54
-1
608
$11.4K ﹤0.01%
288
609
$11.2K ﹤0.01%
256
610
$11.1K ﹤0.01%
133
-250
611
$11.1K ﹤0.01%
521
612
$11K ﹤0.01%
200
613
$10.9K ﹤0.01%
388
-40
614
$10.8K ﹤0.01%
340
615
$10.7K ﹤0.01%
350
616
$10.6K ﹤0.01%
1,250
617
$10.5K ﹤0.01%
296
-6
618
$10.5K ﹤0.01%
350
619
$10.4K ﹤0.01%
100
+70
620
$10.3K ﹤0.01%
262
+5
621
$10.3K ﹤0.01%
212
-9
622
$10.3K ﹤0.01%
110
+3
623
$10.2K ﹤0.01%
1,243
624
$10.1K ﹤0.01%
100
-149
625
$10K ﹤0.01%
357
23 24
25
26 27