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
776
$3.14K ﹤0.01%
35
+1
777
$3.13K ﹤0.01%
75
778
$3.13K ﹤0.01%
136
779
$3K ﹤0.01%
23
-7
780
$2.99K ﹤0.01%
25
781
$2.92K ﹤0.01%
500
782
$2.91K ﹤0.01%
70
783
$2.88K ﹤0.01%
50
784
$2.81K ﹤0.01%
149
785
$2.77K ﹤0.01%
+45
786
$2.66K ﹤0.01%
5
787
$2.66K ﹤0.01%
274
788
$2.52K ﹤0.01%
50
789
$2.5K ﹤0.01%
39
-10
790
$2.49K ﹤0.01%
50
791
$2.38K ﹤0.01%
30
792
$2.37K ﹤0.01%
78
-12
793
$2.32K ﹤0.01%
35
794
$2.26K ﹤0.01%
30
795
$2.25K ﹤0.01%
10
-8
796
$2.24K ﹤0.01%
200
-30
797
$2.12K ﹤0.01%
17
798
$2.08K ﹤0.01%
90
-228
799
$2.01K ﹤0.01%
100
800
$2K ﹤0.01%
479
30 31
32
33 34