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
826
$1.23K ﹤0.01%
64
+6
827
$1.22K ﹤0.01%
27
+3
828
$1.2K ﹤0.01%
17
-3
829
$1.18K ﹤0.01%
51
830
$1.18K ﹤0.01%
93
-5
831
$1.18K ﹤0.01%
29
-10
832
$1.18K ﹤0.01%
+60
833
$1.17K ﹤0.01%
26
-1
834
$1.17K ﹤0.01%
+41
835
$1.15K ﹤0.01%
31
-760
836
$1.14K ﹤0.01%
663
837
$1.14K ﹤0.01%
23
+3
838
$1.13K ﹤0.01%
93
-1
839
$1.11K ﹤0.01%
27
-13
840
$1.11K ﹤0.01%
26
841
$1.11K ﹤0.01%
+13
842
$1.09K ﹤0.01%
23
+14
843
$1.09K ﹤0.01%
16
+2
844
$1.06K ﹤0.01%
37
+4
845
$1.06K ﹤0.01%
47
-1
846
$1.05K ﹤0.01%
30
-8
847
$1.04K ﹤0.01%
9
-3
848
$999 ﹤0.01%
9
-2
849
$998 ﹤0.01%
+24
850
$992 ﹤0.01%
100
32 33
34
35 36