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
676
$5.47K ﹤0.01%
555
+8
677
$5.41K ﹤0.01%
85
678
$5.35K ﹤0.01%
75
679
$5.32K ﹤0.01%
76
680
$5.3K ﹤0.01%
+41
681
$5.26K ﹤0.01%
112
682
$5.26K ﹤0.01%
80
683
$5.08K ﹤0.01%
2
684
$5.04K ﹤0.01%
25
685
$5K ﹤0.01%
35
-21
686
$4.93K ﹤0.01%
80
-4
687
$4.91K ﹤0.01%
100
688
$4.86K ﹤0.01%
200
+100
689
$4.77K ﹤0.01%
100
690
$4.75K ﹤0.01%
76
691
$4.68K ﹤0.01%
198
692
$4.67K ﹤0.01%
244
-44
693
$4.66K ﹤0.01%
107
694
$4.57K ﹤0.01%
106
-1
695
$4.46K ﹤0.01%
+50
696
$4.44K ﹤0.01%
22
697
$4.43K ﹤0.01%
116
698
$4.42K ﹤0.01%
3
699
$4.38K ﹤0.01%
66
700
$4.35K ﹤0.01%
120
26 27
28
29 30