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
726
$5.66K ﹤0.01%
256
-729
727
$5.64K ﹤0.01%
70
+5
728
$5.64K ﹤0.01%
670
729
$5.58K ﹤0.01%
107
730
$5.49K ﹤0.01%
110
731
$5.43K ﹤0.01%
+39
732
$5.29K ﹤0.01%
98
+17
733
$5.21K ﹤0.01%
23
734
$5.18K ﹤0.01%
39
+1
735
$5.18K ﹤0.01%
250
736
$5.13K ﹤0.01%
21
+1
737
$5.01K ﹤0.01%
107
+4
738
$5.01K ﹤0.01%
17
739
$4.95K ﹤0.01%
+40
740
$4.91K ﹤0.01%
120
741
$4.87K ﹤0.01%
67
+2
742
$4.82K ﹤0.01%
+101
743
$4.8K ﹤0.01%
78
+5
744
$4.75K ﹤0.01%
42
745
$4.64K ﹤0.01%
16
746
$4.63K ﹤0.01%
169
+11
747
$4.59K ﹤0.01%
52
+3
748
$4.58K ﹤0.01%
84
+4
749
$4.52K ﹤0.01%
124
+6
750
$4.47K ﹤0.01%
5
-1
28 29
30
31 32