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
651
$10K ﹤0.01%
48
-43
652
$10K ﹤0.01%
270
+5
653
$10K ﹤0.01%
135
654
$9K ﹤0.01%
58
+2
655
$9K ﹤0.01%
1,243
656
$9K ﹤0.01%
113
-7
657
$9K ﹤0.01%
175
658
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340
-19
659
$9K ﹤0.01%
41
660
$9K ﹤0.01%
88
661
$9K ﹤0.01%
275
662
$9K ﹤0.01%
89
663
$8K ﹤0.01%
75
-3
664
$8K ﹤0.01%
360
-12
665
$8K ﹤0.01%
36
+1
666
$8K ﹤0.01%
958
667
$8K ﹤0.01%
260
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669
$8K ﹤0.01%
5,000
670
$8K ﹤0.01%
2,100
671
$8K ﹤0.01%
350
672
$8K ﹤0.01%
214
-1
673
$8K ﹤0.01%
600
674
$8K ﹤0.01%
564
675
$8K ﹤0.01%
100
25 26
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