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
$2.85B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.47M
3
+$1.11M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.05M
5
ZTS icon
Zoetis
ZTS
+$979K

Top Sells

1
+$6.23M
2
+$4.35M
3
+$3.73M
4
AAPL icon
Apple
AAPL
+$3.26M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.01M

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
76
$11.9M 0.42%
190,279
+23,527
77
$11.8M 0.41%
163,831
-4,331
78
$11.7M 0.41%
38,261
+1,609
79
$11.6M 0.41%
58,495
+3,650
80
$10.9M 0.38%
260,537
-15,333
81
$10.7M 0.37%
51,302
-2,297
82
$10.3M 0.36%
129,199
-54,785
83
$10.2M 0.36%
162,649
+17,652
84
$9.89M 0.35%
118,317
-1,784
85
$9.8M 0.34%
188,213
-783
86
$9.55M 0.33%
329,946
-4,465
87
$9.48M 0.33%
430,964
-3,893
88
$9.14M 0.32%
203,611
-8,801
89
$8.99M 0.32%
199,185
-7,829
90
$8.67M 0.3%
31,678
-542
91
$8.56M 0.3%
95,084
-1,537
92
$8.51M 0.3%
55,943
-4,080
93
$7.7M 0.27%
91,982
-1,877
94
$7.3M 0.26%
100,932
+1,470
95
$7.02M 0.25%
12,171
-338
96
$6.65M 0.23%
331,722
+14,813
97
$6.57M 0.23%
24,886
-46
98
$6.46M 0.23%
14,032
-1,194
99
$5.93M 0.21%
30,016
-602
100
$5.65M 0.2%
23,826
-56
2 3
4
5 6