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
626
$10K ﹤0.01%
295
627
$9.81K ﹤0.01%
236
+3
628
$9.79K ﹤0.01%
106
629
$9.74K ﹤0.01%
135
630
$9.48K ﹤0.01%
160
-365
631
$9.43K ﹤0.01%
75
632
$9.37K ﹤0.01%
564
633
$9.34K ﹤0.01%
175
634
$9.28K ﹤0.01%
225
-487
635
$9.23K ﹤0.01%
750
636
$9.08K ﹤0.01%
200
637
$8.89K ﹤0.01%
300
638
$8.86K ﹤0.01%
134
639
$8.73K ﹤0.01%
360
640
$8.47K ﹤0.01%
295
641
$8.4K ﹤0.01%
160
642
$8.39K ﹤0.01%
41
643
$8.21K ﹤0.01%
2,100
644
$8.16K ﹤0.01%
96
645
$8.12K ﹤0.01%
58
+12
646
$8.11K ﹤0.01%
161
647
$8.09K ﹤0.01%
245
648
$7.92K ﹤0.01%
151
649
$7.67K ﹤0.01%
1,500
650
$7.66K ﹤0.01%
38
-9
24 25
26
27 28