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
176
$398K 0.02%
3,035
177
$390K 0.02%
2,994
+300
178
$388K 0.02%
33,320
179
$387K 0.02%
2,064
-11
180
$385K 0.02%
6,613
181
$384K 0.02%
2,225
182
$384K 0.02%
4,764
-506
183
$383K 0.02%
3,985
-15
184
$380K 0.02%
2,710
-2
185
$379K 0.02%
6,989
186
$377K 0.02%
15,852
187
$377K 0.02%
9,778
+30
188
$368K 0.02%
1,805
189
$368K 0.02%
5,704
-18
190
$358K 0.02%
1,981
+427
191
$345K 0.02%
5,635
192
$342K 0.02%
4,792
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193
$340K 0.02%
10,800
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194
$338K 0.02%
6,774
195
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1,570
196
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2,250
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197
$319K 0.02%
8,980
198
$305K 0.02%
3,795
-5
199
$304K 0.02%
8,850
-328
200
$301K 0.02%
2,026
-2
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