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
601
$18.4K ﹤0.01%
400
602
$18.3K ﹤0.01%
95
603
$18K ﹤0.01%
513
-99
604
$17.9K ﹤0.01%
+100
605
$17.5K ﹤0.01%
200
606
$17.5K ﹤0.01%
120
607
$17.5K ﹤0.01%
490
608
$17.4K ﹤0.01%
183
609
$17.2K ﹤0.01%
400
610
$17.2K ﹤0.01%
75
611
$17.1K ﹤0.01%
400
612
$16.8K ﹤0.01%
70
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$16.7K ﹤0.01%
269
614
$16.5K ﹤0.01%
235
615
$16.4K ﹤0.01%
79
616
$16.4K ﹤0.01%
92
-96
617
$16.4K ﹤0.01%
146
+2
618
$16.3K ﹤0.01%
500
619
$16.2K ﹤0.01%
+1,240
620
$16.1K ﹤0.01%
500
621
$16K ﹤0.01%
357
622
$15.9K ﹤0.01%
37
623
$15.7K ﹤0.01%
200
624
$15.7K ﹤0.01%
126
625
$15.7K ﹤0.01%
1,000