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
51
$13.3M 0.67%
243,469
-1,426
52
$13.1M 0.66%
42,896
+1
53
$12.9M 0.65%
296,396
-2,069
54
$12.7M 0.64%
62,767
-70
55
$12.6M 0.63%
129,917
-448
56
$12.4M 0.63%
235,638
+11,269
57
$12.2M 0.61%
31,461
+1,278
58
$11.8M 0.6%
402,893
+10,887
59
$11.8M 0.59%
39,008
-688
60
$11.8M 0.59%
144,589
-1,454
61
$11.8M 0.59%
104,044
-513
62
$11.6M 0.58%
954,130
-16,040
63
$11.5M 0.58%
51,112
-544
64
$11.4M 0.58%
31,775
-555
65
$11.4M 0.57%
90,299
+109
66
$11.2M 0.56%
139,091
-707
67
$11.1M 0.56%
74,448
-543
68
$10.9M 0.55%
273,454
+1,750
69
$10.8M 0.55%
59,532
-474
70
$10.7M 0.54%
127,008
-279
71
$10.5M 0.53%
111,311
-422
72
$10.5M 0.53%
72,598
-519
73
$9.99M 0.5%
69,438
-853
74
$9.84M 0.5%
142,343
-172
75
$9.59M 0.48%
118,775
+263
1 2
3
4 5