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
776
$1.58K ﹤0.01%
5
-1
777
$1.57K ﹤0.01%
45
778
$1.55K ﹤0.01%
13
-2
779
$1.53K ﹤0.01%
102
-1
780
$1.53K ﹤0.01%
85
+5
781
$1.53K ﹤0.01%
260
782
$1.51K ﹤0.01%
251
+7
783
$1.5K ﹤0.01%
20
784
$1.49K ﹤0.01%
22
+1
785
$1.49K ﹤0.01%
26
-7
786
$1.45K ﹤0.01%
15
-1
787
$1.45K ﹤0.01%
30
-5
788
$1.44K ﹤0.01%
47
+7
789
$1.44K ﹤0.01%
270
790
$1.43K ﹤0.01%
+10
791
$1.43K ﹤0.01%
16
+1
792
$1.42K ﹤0.01%
+14
793
$1.42K ﹤0.01%
51
-1
794
$1.42K ﹤0.01%
+19
795
$1.42K ﹤0.01%
35
796
$1.41K ﹤0.01%
23
-3
797
$1.41K ﹤0.01%
+10
798
$1.41K ﹤0.01%
+11
799
$1.39K ﹤0.01%
+11
800
$1.39K ﹤0.01%
41
+3
30 31
32
33 34