WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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
676
$8K ﹤0.01%
100
677
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678
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663
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57
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40
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683
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100
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686
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800
687
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688
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689
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75
690
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300
691
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268
+7
692
$6K ﹤0.01%
1,000
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85
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695
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696
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100
+50
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80
-4
698
$6K ﹤0.01%
+67
699
$6K ﹤0.01%
245
700
$6K ﹤0.01%
33
+10
26 27
28
29 30