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
801
$1.99K ﹤0.01%
85
802
$1.96K ﹤0.01%
187
803
$1.94K ﹤0.01%
200
-550
804
$1.92K ﹤0.01%
270
805
$1.91K ﹤0.01%
2,618
806
$1.85K ﹤0.01%
100
807
$1.82K ﹤0.01%
98
808
$1.78K ﹤0.01%
10
809
$1.78K ﹤0.01%
260
810
$1.61K ﹤0.01%
3
811
$1.6K ﹤0.01%
20
812
$1.59K ﹤0.01%
150
813
$1.54K ﹤0.01%
40
814
$1.53K ﹤0.01%
94
+1
815
$1.51K ﹤0.01%
170
-600
816
$1.51K ﹤0.01%
442
817
$1.41K ﹤0.01%
100
-144
818
$1.4K ﹤0.01%
6
-7
819
$1.28K ﹤0.01%
60
820
$1.27K ﹤0.01%
10
821
$1.27K ﹤0.01%
75
822
$1.26K ﹤0.01%
+6
823
$1.2K ﹤0.01%
18
824
$1.09K ﹤0.01%
122
825
$960 ﹤0.01%
20
31 32
33
34 35