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
626
$15.4K ﹤0.01%
58
627
$15.3K ﹤0.01%
225
628
$15.2K ﹤0.01%
225
-104
629
$15.2K ﹤0.01%
250
630
$15K ﹤0.01%
+35
631
$14.9K ﹤0.01%
343
632
$14.8K ﹤0.01%
289
633
$14.7K ﹤0.01%
147
-29
634
$14.6K ﹤0.01%
133
635
$14.5K ﹤0.01%
+65
636
$14.4K ﹤0.01%
+52
637
$14.3K ﹤0.01%
171
638
$14K ﹤0.01%
1,500
639
$13.7K ﹤0.01%
150
640
$13.7K ﹤0.01%
140
+33
641
$13.3K ﹤0.01%
160
642
$13.2K ﹤0.01%
54
-12
643
$13K ﹤0.01%
155
644
$12.8K ﹤0.01%
47
645
$12.5K ﹤0.01%
564
646
$12.4K ﹤0.01%
900
647
$12K ﹤0.01%
508
648
$12K ﹤0.01%
77
+15
649
$12K ﹤0.01%
256
650
$12K ﹤0.01%
500
24 25
26
27 28