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
126
$1.08M 0.05%
17,661
-310
127
$1.07M 0.05%
16,148
128
$1.06M 0.05%
14,924
+31
129
$1.06M 0.05%
17,333
-493
130
$1.02M 0.05%
12,232
+158
131
$995K 0.05%
3,076
+150
132
$977K 0.05%
37,911
+725
133
$955K 0.05%
13,156
-3,741
134
$942K 0.05%
20,085
-15
135
$916K 0.05%
7,710
136
$897K 0.05%
7,583
+121
137
$876K 0.04%
4,163
138
$857K 0.04%
32,183
-106
139
$852K 0.04%
5,742
+9
140
$804K 0.04%
10,183
+700
141
$770K 0.04%
8,333
-2,677
142
$763K 0.04%
3,636
+15
143
$762K 0.04%
4,929
144
$760K 0.04%
7,434
+758
145
$757K 0.04%
10,194
-1,112
146
$748K 0.04%
8,041
+265
147
$744K 0.04%
7,953
148
$700K 0.04%
6,734
149
$681K 0.03%
5,047
150
$676K 0.03%
11,114
+40
4 5
6
7 8