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
651
$7.5K ﹤0.01%
1,500
652
$7.43K ﹤0.01%
250
653
$7.39K ﹤0.01%
30
+1
654
$7.21K ﹤0.01%
94
-14
655
$7.19K ﹤0.01%
185
-5
656
$7.1K ﹤0.01%
201
-1,512
657
$7.07K ﹤0.01%
400
-100
658
$7K ﹤0.01%
35
659
$6.88K ﹤0.01%
250
660
$6.84K ﹤0.01%
200
661
$6.74K ﹤0.01%
200
662
$6.66K ﹤0.01%
87
663
$6.58K ﹤0.01%
200
664
$6.49K ﹤0.01%
210
665
$6.44K ﹤0.01%
+670
666
$6.4K ﹤0.01%
57
+10
667
$6.32K ﹤0.01%
600
668
$6.29K ﹤0.01%
67
669
$6.27K ﹤0.01%
100
670
$6.11K ﹤0.01%
40
671
$5.89K ﹤0.01%
1,200
672
$5.84K ﹤0.01%
76
+2
673
$5.83K ﹤0.01%
538
674
$5.77K ﹤0.01%
50
675
$5.59K ﹤0.01%
59
25 26
27
28 29