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
676
$8.68K ﹤0.01%
295
677
$8.37K ﹤0.01%
9
+1
678
$8.33K ﹤0.01%
1,100
679
$8.26K ﹤0.01%
133
680
$8.21K ﹤0.01%
4
681
$8.17K ﹤0.01%
538
682
$8.16K ﹤0.01%
75
+2
683
$7.91K ﹤0.01%
1,250
684
$7.79K ﹤0.01%
200
685
$7.77K ﹤0.01%
215
686
$7.75K ﹤0.01%
86
+3
687
$7.68K ﹤0.01%
80
688
$7.67K ﹤0.01%
27
+1
689
$7.55K ﹤0.01%
88
+3
690
$7.54K ﹤0.01%
67
691
$7.54K ﹤0.01%
250
692
$7.52K ﹤0.01%
16
693
$7.52K ﹤0.01%
107
694
$7.35K ﹤0.01%
100
695
$7.32K ﹤0.01%
362
+22
696
$7.31K ﹤0.01%
50
+2
697
$7.28K ﹤0.01%
358
698
$7.26K ﹤0.01%
250
699
$7.26K ﹤0.01%
145
700
$7.25K ﹤0.01%
55
+3
26 27
28
29 30