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
176
$466K 0.02%
1,862
+13
177
$454K 0.02%
4,455
178
$452K 0.02%
1,659
179
$449K 0.02%
49,304
+5,859
180
$444K 0.02%
12,108
+1,500
181
$442K 0.02%
8,005
-1,000
182
$434K 0.02%
2,087
-1
183
$433K 0.02%
6,286
-1,096
184
$429K 0.02%
6,774
185
$423K 0.02%
6,617
186
$416K 0.02%
3,985
-66
187
$398K 0.02%
9,466
+3
188
$395K 0.02%
897
-7
189
$392K 0.02%
5,013
-1,600
190
$389K 0.02%
1,308
191
$383K 0.02%
4,990
192
$376K 0.02%
6,989
193
$375K 0.02%
2,475
-25
194
$369K 0.02%
1,290
+155
195
$366K 0.02%
1,022
196
$360K 0.02%
4,825
-191
197
$358K 0.02%
1,554
198
$352K 0.02%
5,075
-128
199
$345K 0.02%
10,260
200
$345K 0.02%
12,589
-3,318
6 7
8
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