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
$1.99B
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
981
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$2.31M
3
+$1.61M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.56M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.25M

Top Sells

1
+$12.7M
2
+$6.69M
3
+$3.33M
4
AAPL icon
Apple
AAPL
+$2.55M
5
MSFT icon
Microsoft
MSFT
+$2.39M

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
701
$6K ﹤0.01%
81
+31
702
$6K ﹤0.01%
108
+16
703
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120
704
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200
705
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85
706
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707
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1,000
708
$5K ﹤0.01%
60
709
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116
710
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741
+21
711
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712
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713
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714
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715
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95
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716
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589
-44
717
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105
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719
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187
720
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36
721
$5K ﹤0.01%
942
+28
722
$5K ﹤0.01%
125
-128
723
$5K ﹤0.01%
156
724
$5K ﹤0.01%
+100
725
$5K ﹤0.01%
40
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27 28
29
30 31