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
126
$1.28M 0.06%
2,985
127
$1.22M 0.05%
20,085
128
$1.19M 0.05%
16,148
129
$1.17M 0.05%
15,461
-456
130
$1.16M 0.05%
5,296
-6
131
$1.16M 0.05%
32,755
-1,251
132
$1.14M 0.05%
11,934
-47
133
$1.11M 0.05%
4,163
134
$1.08M 0.05%
6,950
+90
135
$1.07M 0.05%
12,413
136
$1.02M 0.04%
9,023
137
$971K 0.04%
31,568
-577
138
$956K 0.04%
7,785
-3,855
139
$949K 0.04%
3,477
-464
140
$929K 0.04%
22,730
-1,074
141
$896K 0.04%
10,975
+200
142
$887K 0.04%
6,734
143
$845K 0.04%
14,566
+81
144
$807K 0.04%
4,708
-150
145
$785K 0.03%
9,175
+1,773
146
$781K 0.03%
7,561
147
$755K 0.03%
15,410
148
$727K 0.03%
1,836
149
$721K 0.03%
4,830
150
$703K 0.03%
10,494
-40
4 5
6
7 8