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
101
$3.2M 0.16%
36,630
+518
102
$3.14M 0.16%
16,133
+573
103
$3.1M 0.16%
35,928
+717
104
$3.01M 0.15%
9,005
+2
105
$3M 0.15%
13,024
-65
106
$2.43M 0.12%
25,260
-140
107
$2.26M 0.11%
10,899
-96
108
$2.11M 0.11%
79,492
109
$2.11M 0.11%
14,697
+530
110
$2.03M 0.1%
5
111
$1.81M 0.09%
16,163
-3
112
$1.66M 0.08%
29,698
+950
113
$1.61M 0.08%
+54,542
114
$1.6M 0.08%
36,470
+13,020
115
$1.44M 0.07%
17,902
-905
116
$1.44M 0.07%
13,727
-64,013
117
$1.41M 0.07%
11,901
-298
118
$1.39M 0.07%
20,371
-202
119
$1.28M 0.06%
5,572
120
$1.25M 0.06%
17,312
+6,443
121
$1.15M 0.06%
28,589
+976
122
$1.14M 0.06%
+98,863
123
$1.12M 0.06%
15,410
124
$1.11M 0.06%
6,881
+30
125
$1.09M 0.05%
3,027
-15
3 4
5
6 7