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
151
$996K 0.03%
9,563
+250
152
$981K 0.03%
100
153
$977K 0.03%
20,293
-6,159
154
$975K 0.03%
28,438
155
$941K 0.03%
5,225
156
$938K 0.03%
11,685
-3,219
157
$923K 0.03%
1,870
-17
158
$921K 0.03%
10,424
-102
159
$921K 0.03%
6,757
-72
160
$891K 0.03%
15,410
161
$873K 0.03%
7,194
-35
162
$844K 0.03%
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163
$818K 0.03%
6,886
-125
164
$815K 0.03%
1,394
-27
165
$786K 0.03%
6,819
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166
$782K 0.03%
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167
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14,454
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168
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8,429
-100
169
$729K 0.03%
8,700
170
$728K 0.03%
4,669
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171
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7,002
172
$713K 0.03%
2,359
-59
173
$705K 0.02%
5,046
+41
174
$695K 0.02%
2,797
+93
175
$695K 0.02%
13,324
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7
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