WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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
+$2.89M
2
+$1.42M
3
+$1.06M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.01M
5
ZTS icon
Zoetis
ZTS
+$923K

Top Sells

1
+$6.06M
2
+$4.3M
3
+$3.46M
4
AAPL icon
Apple
AAPL
+$3.13M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.92M

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
876
– –
-73
877
– –
-41
878
– –
-16
879
– –
-1,000
880
– –
-114
881
– –
-51
882
– –
-2,167
883
– –
-135
884
– –
0
885
– –
-3
886
– –
-99
887
– –
-3
888
– –
-299
889
– –
-150
890
– –
-200
891
– –
-1,700
892
– –
-78
893
– –
-105
894
– –
-887
895
– –
-212
32 33 34 35
36