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
726
$3.21K ﹤0.01%
70
727
$3.1K ﹤0.01%
284
728
$3.09K ﹤0.01%
13
729
$3.09K ﹤0.01%
8
730
$3.08K ﹤0.01%
187
731
$3.06K ﹤0.01%
70
732
$3.05K ﹤0.01%
30
733
$3.04K ﹤0.01%
162
734
$2.96K ﹤0.01%
10
735
$2.95K ﹤0.01%
78
+47
736
$2.93K ﹤0.01%
27
737
$2.84K ﹤0.01%
26
738
$2.76K ﹤0.01%
2
739
$2.74K ﹤0.01%
58
-608
740
$2.73K ﹤0.01%
50
741
$2.72K ﹤0.01%
200
742
$2.71K ﹤0.01%
122
743
$2.64K ﹤0.01%
200
744
$2.63K ﹤0.01%
13
+1
745
$2.6K ﹤0.01%
13
746
$2.58K ﹤0.01%
24
747
$2.51K ﹤0.01%
34
+6
748
$2.45K ﹤0.01%
26
749
$2.43K ﹤0.01%
200
750
$2.39K ﹤0.01%
30
-1
28 29
30
31 32