WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
626
$12K ﹤0.01%
140
627
$12K ﹤0.01%
1,011
628
$12K ﹤0.01%
750
629
$12K ﹤0.01%
217
-18
630
$12K ﹤0.01%
700
631
$12K ﹤0.01%
132
632
$11K ﹤0.01%
167
633
$11K ﹤0.01%
428
634
$11K ﹤0.01%
160
635
$11K ﹤0.01%
208
636
$11K ﹤0.01%
450
+300
637
$11K ﹤0.01%
311
638
$11K ﹤0.01%
256
639
$11K ﹤0.01%
64
640
$10K ﹤0.01%
+521
641
$10K ﹤0.01%
302
642
$10K ﹤0.01%
100
643
$10K ﹤0.01%
1,200
644
$10K ﹤0.01%
65
-6
645
$10K ﹤0.01%
720
646
$10K ﹤0.01%
2,000
647
$10K ﹤0.01%
+100
648
$10K ﹤0.01%
350
649
$10K ﹤0.01%
+240
650
$10K ﹤0.01%
268
24 25
26
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