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
$2.27B
AUM Growth
-$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1 +$9.79M
2 +$6.66M
3 +$1.3M
4
CRM icon
Salesforce
CRM
+$1.04M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$969K

Top Sells

1 +$1.95M
2 +$1.8M
3 +$1.55M
4
AAPL icon
Apple
AAPL
+$1.49M
5
BAC icon
Bank of America
BAC
+$1.48M

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
901
$115 ﹤0.01%
2
902
$87 ﹤0.01%
2
903
0
904
-2
905
-29
906
-1,500
907
-36
908
-247
909
-86
910
-19
911
-12,175
912
-165
913
-1
914
-3,753
915
-1,000
916
-1,568
917
-190
918
-2,500
919
-8
920
-818
921
-8,800
922
-150
923
-500
924
-184
925
-2