WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
981
New
Increased
Reduced
Closed

Top Buys

1
+$9.2M
2
+$2.57M
3
+$1.77M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.37M

Top Sells

1
+$12.8M
2
+$7.02M
3
+$3.58M
4
AAPL icon
Apple
AAPL
+$2.9M
5
MSFT icon
Microsoft
MSFT
+$2.71M

Sector Composition

1 Technology 20.94%
2 Financials 13.61%
3 Healthcare 11.65%
4 Consumer Discretionary 8.21%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
60
+9
827
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170
+15
828
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23
829
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51
-3
830
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29
-1
831
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19
832
$1K ﹤0.01%
665
833
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48
-1
834
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5
835
$1K ﹤0.01%
64
+4
836
$1K ﹤0.01%
11
-7
837
$1K ﹤0.01%
7
838
$1K ﹤0.01%
270
839
$1K ﹤0.01%
+100
840
$1K ﹤0.01%
23
+2
841
$1K ﹤0.01%
15
-8
842
$1K ﹤0.01%
19
+2
843
$1K ﹤0.01%
62
+52
844
$1K ﹤0.01%
12
-6
845
$1K ﹤0.01%
28
-1
846
$1K ﹤0.01%
69
-8
847
$1K ﹤0.01%
+93
848
$1K ﹤0.01%
83
-1
849
$1K ﹤0.01%
35
-1
850
$1K ﹤0.01%
45
+6
32 33
34
35 36