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
651
$11.9K ﹤0.01%
985
652
$11.9K ﹤0.01%
225
653
$11.7K ﹤0.01%
250
654
$11.4K ﹤0.01%
84
+1
655
$11.2K ﹤0.01%
1,000
656
$11.2K ﹤0.01%
101
657
$11K ﹤0.01%
175
658
$10.8K ﹤0.01%
150
-81
659
$10.7K ﹤0.01%
80
660
$10.6K ﹤0.01%
3,597
661
$10.4K ﹤0.01%
500
662
$10.2K ﹤0.01%
160
663
$10.2K ﹤0.01%
106
664
$10.1K ﹤0.01%
1,243
665
$10.1K ﹤0.01%
195
666
$9.76K ﹤0.01%
408
667
$9.57K ﹤0.01%
43
-44
668
$9.46K ﹤0.01%
3,320
669
$9.19K ﹤0.01%
161
670
$9.09K ﹤0.01%
42
+2
671
$9.01K ﹤0.01%
200
672
$8.87K ﹤0.01%
200
673
$8.8K ﹤0.01%
175
-233
674
$8.74K ﹤0.01%
43
+2
675
$8.68K ﹤0.01%
55
+3
25 26
27
28 29