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
101
$3.67M 0.16%
27,863
-1,856
102
$3.63M 0.16%
35,305
-249
103
$3.42M 0.15%
12,974
-215
104
$3.22M 0.14%
24,976
+2,269
105
$3.17M 0.14%
8,398
-572
106
$3.16M 0.14%
32,601
+855
107
$2.96M 0.13%
6,119
-1,025
108
$2.85M 0.13%
85,856
-3,095
109
$2.81M 0.12%
218,051
+10,640
110
$2.73M 0.12%
11,156
-13
111
$2.69M 0.12%
20,779
-3,630
112
$2.66M 0.12%
61,819
-17,207
113
$2.66M 0.12%
5
114
$2.49M 0.11%
12,222
-75
115
$2.16M 0.1%
23,694
-4,020
116
$2.11M 0.09%
12,535
-675
117
$1.96M 0.09%
21,633
+3,126
118
$1.89M 0.08%
17,816
+279
119
$1.86M 0.08%
54,542
120
$1.78M 0.08%
12,658
-1,071
121
$1.76M 0.08%
15,245
-102
122
$1.66M 0.07%
29,697
+522
123
$1.56M 0.07%
18,792
-230
124
$1.31M 0.06%
16,796
-6
125
$1.29M 0.06%
7,854
3 4
5
6 7