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
701
$4.33K ﹤0.01%
62
+1
702
$4.26K ﹤0.01%
250
703
$4.24K ﹤0.01%
256
704
$4.24K ﹤0.01%
40
-5
705
$4.22K ﹤0.01%
170
706
$4.21K ﹤0.01%
35
707
$4.16K ﹤0.01%
421
708
$4.1K ﹤0.01%
57
+28
709
$3.98K ﹤0.01%
815
710
$3.97K ﹤0.01%
19
+2
711
$3.91K ﹤0.01%
7
712
$3.91K ﹤0.01%
75
713
$3.88K ﹤0.01%
500
714
$3.81K ﹤0.01%
175
-1,000
715
$3.78K ﹤0.01%
294
+5
716
$3.77K ﹤0.01%
30
717
$3.65K ﹤0.01%
50
718
$3.51K ﹤0.01%
78
-78
719
$3.47K ﹤0.01%
75
720
$3.47K ﹤0.01%
101
721
$3.45K ﹤0.01%
442
722
$3.36K ﹤0.01%
100
723
$3.32K ﹤0.01%
20,000
724
$3.31K ﹤0.01%
100
725
$3.27K ﹤0.01%
478
27 28
29
30 31