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
126
$2.03M 0.07%
38,474
-250
127
$1.94M 0.07%
13,202
-135
128
$1.87M 0.07%
13,933
-759
129
$1.72M 0.06%
4,580
130
$1.68M 0.06%
4,300
-151
131
$1.56M 0.05%
15,111
-2,308
132
$1.52M 0.05%
19,860
133
$1.47M 0.05%
16,148
134
$1.29M 0.05%
22,750
-39
135
$1.28M 0.04%
4,588
-20
136
$1.26M 0.04%
4,648
-8
137
$1.24M 0.04%
12,736
-732
138
$1.21M 0.04%
11,435
-1,748
139
$1.21M 0.04%
4,975
+417
140
$1.18M 0.04%
6,543
-1,352
141
$1.17M 0.04%
11,581
-5,870
142
$1.15M 0.04%
10,993
-87
143
$1.14M 0.04%
6,156
-183
144
$1.13M 0.04%
5,983
145
$1.12M 0.04%
11,478
-2,019
146
$1.1M 0.04%
6,292
-95
147
$1.09M 0.04%
31,637
+15
148
$1.05M 0.04%
19,920
149
$1.04M 0.04%
5,811
-174
150
$1.04M 0.04%
12,944
-608
4 5
6
7 8