WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
701
$6K ﹤0.01%
81
+31
702
$6K ﹤0.01%
108
+16
703
$6K ﹤0.01%
120
704
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200
705
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85
706
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76
707
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1,000
708
$5K ﹤0.01%
741
+21
709
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198
710
$5K ﹤0.01%
+100
711
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36
712
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942
+28
713
$5K ﹤0.01%
125
-128
714
$5K ﹤0.01%
156
715
$5K ﹤0.01%
+100
716
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40
-411
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718
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719
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60
720
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116
721
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442
722
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50
723
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200
724
$5K ﹤0.01%
95
-2
725
$5K ﹤0.01%
589
-44
27 28
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30 31