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
876
$518 ﹤0.01%
4
877
$504 ﹤0.01%
38
878
$500 ﹤0.01%
167
879
$459 ﹤0.01%
5
-4
880
$452 ﹤0.01%
7
881
$452 ﹤0.01%
4
-1,000
882
$360 ﹤0.01%
17
883
$355 ﹤0.01%
5
884
$315 ﹤0.01%
15
885
$298 ﹤0.01%
8
-76
886
$259 ﹤0.01%
57
-1
887
$255 ﹤0.01%
6
-1
888
$243 ﹤0.01%
29
-56
889
$238 ﹤0.01%
90
890
$230 ﹤0.01%
50
891
$227 ﹤0.01%
20
892
$209 ﹤0.01%
24
893
$205 ﹤0.01%
27
894
$190 ﹤0.01%
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895
$167 ﹤0.01%
27
896
$158 ﹤0.01%
3
897
$147 ﹤0.01%
40
898
$118 ﹤0.01%
15
899
$118 ﹤0.01%
56
900
$116 ﹤0.01%
10
34 35
36
37 38