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
701
$7.2K ﹤0.01%
73
-23
702
$7.16K ﹤0.01%
242
703
$7.13K ﹤0.01%
+161
704
$7.08K ﹤0.01%
210
705
$7.08K ﹤0.01%
41
+2
706
$7K ﹤0.01%
16
+1
707
$6.62K ﹤0.01%
75
708
$6.55K ﹤0.01%
65
709
$6.53K ﹤0.01%
102
-2
710
$6.43K ﹤0.01%
91
+3
711
$6.41K ﹤0.01%
112
712
$6.35K ﹤0.01%
194
+16
713
$6.33K ﹤0.01%
51
+4
714
$6.32K ﹤0.01%
52
+3
715
$6.3K ﹤0.01%
2
716
$6.18K ﹤0.01%
240
717
$6.12K ﹤0.01%
79
-4
718
$6.12K ﹤0.01%
195
719
$6.09K ﹤0.01%
76
720
$6.04K ﹤0.01%
63
721
$5.94K ﹤0.01%
347
722
$5.92K ﹤0.01%
53
+2
723
$5.91K ﹤0.01%
100
724
$5.73K ﹤0.01%
100
-170
725
$5.69K ﹤0.01%
17
+1
27 28
29
30 31