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
51
$17.9M 0.63%
312,078
-6,223
52
$17.2M 0.6%
19,459
+98
53
$17.2M 0.6%
220,884
-16,785
54
$16.9M 0.59%
167,156
+2,681
55
$16.8M 0.59%
32,442
-285
56
$16.8M 0.59%
56,302
+1,011
57
$16.8M 0.59%
227,435
+713
58
$16.7M 0.59%
80,841
-716
59
$16M 0.56%
19,150
+90
60
$15.9M 0.56%
203,400
-22,756
61
$15.8M 0.55%
67,731
-465
62
$15.3M 0.54%
53,065
-1,273
63
$15.2M 0.53%
117,359
-22,507
64
$15.1M 0.53%
132,052
+6,874
65
$15M 0.53%
140,221
+6,415
66
$14.9M 0.52%
46,228
-731
67
$14.7M 0.52%
85,148
-1,015
68
$14.2M 0.5%
72,465
+5,010
69
$13.3M 0.47%
121,519
+1,554
70
$13.2M 0.46%
61,210
-872
71
$12.9M 0.45%
45,588
+2,824
72
$12.5M 0.44%
235,605
-5,661
73
$12M 0.42%
303,564
-13,114
74
$12M 0.42%
118,676
-5,090
75
$11.9M 0.42%
123,841
+1,634
1 2
3
4 5