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
726
$5K ﹤0.01%
118
727
$5K ﹤0.01%
270
728
$4K ﹤0.01%
112
729
$4K ﹤0.01%
51
730
$4K ﹤0.01%
2
731
$4K ﹤0.01%
27
732
$4K ﹤0.01%
21
733
$4K ﹤0.01%
421
734
$4K ﹤0.01%
41
+2
735
$4K ﹤0.01%
+100
736
$4K ﹤0.01%
+100
737
$4K ﹤0.01%
250
738
$4K ﹤0.01%
+1,520
739
$4K ﹤0.01%
+100
740
$4K ﹤0.01%
431
+30
741
$4K ﹤0.01%
107
742
$4K ﹤0.01%
75
743
$4K ﹤0.01%
175
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744
$4K ﹤0.01%
13
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745
$4K ﹤0.01%
85
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746
$4K ﹤0.01%
127
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747
$4K ﹤0.01%
160
748
$4K ﹤0.01%
19
749
$4K ﹤0.01%
50
750
$4K ﹤0.01%
135
28 29
30
31 32