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
76
$9.3M 0.47%
33,787
+90
77
$9.29M 0.47%
122,975
+2,591
78
$9.26M 0.47%
603,734
+9,949
79
$8.85M 0.45%
118,988
-1,244
80
$8.82M 0.44%
55,066
-116
81
$8.75M 0.44%
21,061
+93
82
$8.6M 0.43%
269,998
-1,601
83
$8.18M 0.41%
43,649
+42,847
84
$7.77M 0.39%
89,104
+17,846
85
$7.66M 0.39%
4,659
+256
86
$7.63M 0.38%
287,733
+532
87
$6.97M 0.35%
91,641
+1,437
88
$6.9M 0.35%
237,695
-4,239
89
$6.66M 0.34%
118,966
-3,431
90
$6.65M 0.34%
619,837
-6,585
91
$6.61M 0.33%
48,879
+1,166
92
$5.98M 0.3%
57,012
-257
93
$5.66M 0.29%
297,323
-4,692
94
$5.17M 0.26%
28,809
+2,964
95
$5.12M 0.26%
197,816
-128,712
96
$4.95M 0.25%
111,635
+846
97
$4.8M 0.24%
83,602
-1,058
98
$4.39M 0.22%
32,746
-623
99
$4.05M 0.2%
15,185
-39
100
$3.24M 0.16%
33,739
+3,435
2 3
4
5 6