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
751
$4.47K ﹤0.01%
170
752
$4.36K ﹤0.01%
100
-100
753
$4.3K ﹤0.01%
37
+2
754
$4.26K ﹤0.01%
478
755
$4.16K ﹤0.01%
18
756
$4.05K ﹤0.01%
56
+3
757
$4.01K ﹤0.01%
40
758
$3.93K ﹤0.01%
476
-152
759
$3.85K ﹤0.01%
100
760
$3.73K ﹤0.01%
123
+6
761
$3.73K ﹤0.01%
136
-18
762
$3.73K ﹤0.01%
81
+4
763
$3.71K ﹤0.01%
200
764
$3.68K ﹤0.01%
48
765
$3.61K ﹤0.01%
48
+3
766
$3.59K ﹤0.01%
26
-1
767
$3.58K ﹤0.01%
22
-4
768
$3.55K ﹤0.01%
205
-2
769
$3.5K ﹤0.01%
23
-6
770
$3.48K ﹤0.01%
67
-34
771
$3.41K ﹤0.01%
657
-973
772
$3.32K ﹤0.01%
9
-6
773
$3.31K ﹤0.01%
100
774
$3.27K ﹤0.01%
26
775
$3.21K ﹤0.01%
27
29 30
31
32 33