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
101
$5.48M 0.19%
46,779
+2,090
102
$5.16M 0.18%
66,852
-4,470
103
$4.58M 0.16%
101,121
+4,934
104
$4.5M 0.16%
26,918
-1,307
105
$4.34M 0.15%
16,485
106
$3.53M 0.12%
31,109
-1,980
107
$3.5M 0.12%
8,380
+13
108
$3.46M 0.12%
5
109
$3.34M 0.12%
21,689
-583
110
$3.24M 0.11%
61,852
111
$3.23M 0.11%
9,892
-191
112
$3.13M 0.11%
75,104
113
$3.06M 0.11%
5,500
114
$2.99M 0.1%
17,535
-91
115
$2.98M 0.1%
27,015
-6,899
116
$2.96M 0.1%
33,677
-821
117
$2.95M 0.1%
13,360
+266
118
$2.88M 0.1%
107,584
-19,266
119
$2.8M 0.1%
13,743
-2,003
120
$2.67M 0.09%
10,843
-60
121
$2.56M 0.09%
25,685
-10,340
122
$2.56M 0.09%
14,286
+5,029
123
$2.29M 0.08%
10,125
124
$2.18M 0.08%
30,367
-376
125
$2.07M 0.07%
15,362
-360
3 4
5
6 7