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
826
$856 ﹤0.01%
82
827
$838 ﹤0.01%
6
828
$822 ﹤0.01%
300
829
$791 ﹤0.01%
815
830
$699 ﹤0.01%
23
831
$648 ﹤0.01%
2
832
$562 ﹤0.01%
10
833
$557 ﹤0.01%
131
834
$531 ﹤0.01%
594
835
$481 ﹤0.01%
90
836
$402 ﹤0.01%
6
837
$389 ﹤0.01%
7
838
$298 ﹤0.01%
+132
839
$214 ﹤0.01%
7
-6
840
$209 ﹤0.01%
20
841
$165 ﹤0.01%
10
842
$148 ﹤0.01%
+10
843
$130 ﹤0.01%
27
-76
844
$88 ﹤0.01%
3
845
$82 ﹤0.01%
+4
846
$42 ﹤0.01%
3
847
$30 ﹤0.01%
1
848
$28 ﹤0.01%
+2
849
– –
-51
850
– –
-2,167
32 33
34
35 36