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
851
$963 ﹤0.01%
13
-8
852
$957 ﹤0.01%
77
-4
853
$929 ﹤0.01%
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-2
854
$915 ﹤0.01%
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855
$910 ﹤0.01%
62
+4
856
$897 ﹤0.01%
594
857
$883 ﹤0.01%
21
858
$839 ﹤0.01%
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-4
859
$837 ﹤0.01%
5
860
$823 ﹤0.01%
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861
$821 ﹤0.01%
105
862
$806 ﹤0.01%
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-1
863
$729 ﹤0.01%
305
864
$715 ﹤0.01%
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865
$705 ﹤0.01%
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866
$613 ﹤0.01%
27
-1
867
$606 ﹤0.01%
10
868
$592 ﹤0.01%
6
869
$581 ﹤0.01%
36
-17
870
$578 ﹤0.01%
7
871
$568 ﹤0.01%
400
872
$561 ﹤0.01%
23
-23
873
$561 ﹤0.01%
18
874
$530 ﹤0.01%
15
875
$522 ﹤0.01%
150
33 34
35
36 37