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
751
$2.35K ﹤0.01%
+98
752
$2.35K ﹤0.01%
479
753
$2.31K ﹤0.01%
70
754
$2.26K ﹤0.01%
105
755
$2.2K ﹤0.01%
70
756
$2.13K ﹤0.01%
58
+4
757
$2.05K ﹤0.01%
5
758
$2K ﹤0.01%
10
759
$1.98K ﹤0.01%
500
760
$1.98K ﹤0.01%
125
761
$1.96K ﹤0.01%
39
-5
762
$1.94K ﹤0.01%
49
-17
763
$1.94K ﹤0.01%
35
764
$1.92K ﹤0.01%
108
765
$1.88K ﹤0.01%
60
+8
766
$1.88K ﹤0.01%
12
+1
767
$1.86K ﹤0.01%
5
768
$1.85K ﹤0.01%
18
-569
769
$1.81K ﹤0.01%
120
-108
770
$1.81K ﹤0.01%
50
-1
771
$1.78K ﹤0.01%
19
772
$1.69K ﹤0.01%
19
-1
773
$1.68K ﹤0.01%
170
774
$1.67K ﹤0.01%
73
-3
775
$1.65K ﹤0.01%
197
29 30
31
32 33