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
$1.99B
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
981
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$2.31M
3
+$1.61M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.56M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.25M

Top Sells

1
+$12.7M
2
+$6.69M
3
+$3.33M
4
AAPL icon
Apple
AAPL
+$2.55M
5
MSFT icon
Microsoft
MSFT
+$2.39M

Sector Composition

1 Technology 20.94%
2 Financials 13.61%
3 Healthcare 11.65%
4 Consumer Discretionary 8.21%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
-200
927
$0 ﹤0.01%
3
928
$0 ﹤0.01%
2
-1
929
$0 ﹤0.01%
2
930
$0 ﹤0.01%
+9
931
$0 ﹤0.01%
2
932
– –
-4
933
– –
-1,574
934
$0 ﹤0.01%
4
-2
935
– –
0
936
$0 ﹤0.01%
20
-21
937
$0 ﹤0.01%
21
938
– –
-1,763
939
– –
-4,191
940
$0 ﹤0.01%
55
+4
941
– –
-594
942
– –
-109
943
$0 ﹤0.01%
+2
944
– –
-150
945
– –
-100
946
– –
-1,675
947
– –
-88
948
– –
-176
949
$0 ﹤0.01%
5
950
– –
-1,100
36 37
38
39 40