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
51
$15.7M 0.69%
85,145
+211
52
$15.6M 0.69%
352,683
-2,044
53
$15.5M 0.68%
164,813
-1,850
54
$15.2M 0.67%
230,572
+4,233
55
$14.7M 0.65%
4,782
+58
56
$14.6M 0.64%
249,999
+3,162
57
$14.6M 0.64%
71,767
+4,832
58
$14.5M 0.64%
49,701
+791
59
$14.5M 0.64%
201,222
-2,398
60
$14.2M 0.62%
308,228
-1,589
61
$14M 0.62%
131,226
-1,666
62
$13.7M 0.6%
134,818
+931
63
$13.3M 0.59%
247,627
-1,479
64
$13.1M 0.57%
138,390
+3,561
65
$13M 0.57%
48,469
-355
66
$13M 0.57%
121,358
+7,907
67
$13M 0.57%
31,757
+43
68
$12.6M 0.55%
113,384
+253
69
$12.5M 0.55%
128,772
+747
70
$12.4M 0.55%
85,125
+132
71
$12.1M 0.53%
58,224
-139
72
$12.1M 0.53%
63,227
+1,592
73
$11.8M 0.52%
65,950
-572
74
$11.7M 0.51%
19,793
+448
75
$11.6M 0.51%
349,739
+2,404
1 2
3
4 5