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
151
$702K 0.03%
2,456
152
$693K 0.03%
5,781
-910
153
$663K 0.03%
8,990
-618
154
$660K 0.03%
7,129
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155
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5,067
156
$620K 0.03%
7,028
-66
157
$616K 0.03%
13,050
158
$614K 0.03%
2,165
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159
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1,190
-6
160
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7,619
-89
161
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100
162
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12,173
163
$592K 0.03%
12,300
164
$589K 0.03%
6,675
165
$588K 0.03%
2,659
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166
$573K 0.03%
7,698
-6
167
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168
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169
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170
$532K 0.02%
2,706
171
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9,999
172
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4,225
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173
$507K 0.02%
2,577
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174
$504K 0.02%
3,388
+112
175
$497K 0.02%
6,988
5 6
7
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