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
801
$1.37K ﹤0.01%
10
802
$1.37K ﹤0.01%
100
803
$1.37K ﹤0.01%
24
804
$1.36K ﹤0.01%
665
805
$1.36K ﹤0.01%
50
806
$1.36K ﹤0.01%
31
-181
807
$1.36K ﹤0.01%
101
-12
808
$1.36K ﹤0.01%
18
-2
809
$1.35K ﹤0.01%
64
-2
810
$1.35K ﹤0.01%
66
811
$1.34K ﹤0.01%
12
812
$1.34K ﹤0.01%
35
813
$1.32K ﹤0.01%
87
814
$1.32K ﹤0.01%
127
+4
815
$1.31K ﹤0.01%
3
816
$1.29K ﹤0.01%
18
-1
817
$1.28K ﹤0.01%
44
-5
818
$1.28K ﹤0.01%
+32
819
$1.27K ﹤0.01%
23
820
$1.26K ﹤0.01%
+28
821
$1.25K ﹤0.01%
150
822
$1.24K ﹤0.01%
16
-4
823
$1.24K ﹤0.01%
55
+12
824
$1.24K ﹤0.01%
83
825
$1.24K ﹤0.01%
21
-2
31 32
33
34 35