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
76
$11.5M 0.51%
69,886
+2,419
77
$10.4M 0.46%
125,432
+3,896
78
$10M 0.44%
365,612
-50,065
79
$9.63M 0.42%
641,437
+9,646
80
$9.26M 0.41%
157,866
+156,567
81
$9.19M 0.4%
177,112
-1,028
82
$8.71M 0.38%
16,221
+12,922
83
$8.51M 0.37%
55,815
+327
84
$8.07M 0.35%
51,925
+1,454
85
$7.85M 0.35%
113,846
-248
86
$7.8M 0.34%
96,280
-1,948
87
$7.75M 0.34%
98,926
+250
88
$7.44M 0.33%
229,421
-33,537
89
$7.43M 0.33%
810,956
+16,241
90
$7.17M 0.32%
33,766
+1,053
91
$6.82M 0.3%
223,775
+3,085
92
$5.54M 0.24%
53,447
-427
93
$5.49M 0.24%
122,823
-2,666
94
$5.42M 0.24%
108,675
+3,425
95
$5.33M 0.23%
96,511
+3,054
96
$5.32M 0.23%
78,527
-1,046
97
$5.07M 0.22%
14,465
-134
98
$4.84M 0.21%
41,143
+5,127
99
$4.81M 0.21%
190,518
-1,916
100
$4.59M 0.2%
30,821
-100
2 3
4
5 6