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
176
$694K 0.02%
1,808
177
$687K 0.02%
6,386
-4,208
178
$679K 0.02%
2,281
+87
179
$674K 0.02%
10,726
-9,007
180
$674K 0.02%
4,929
-675
181
$667K 0.02%
11,993
182
$665K 0.02%
11,469
183
$663K 0.02%
9,999
184
$662K 0.02%
2,442
+180
185
$659K 0.02%
2,456
186
$634K 0.02%
1,200
-6
187
$633K 0.02%
7,861
+149
188
$629K 0.02%
12,300
189
$628K 0.02%
2,526
+3
190
$625K 0.02%
5,937
+4
191
$605K 0.02%
25,782
-5,296
192
$604K 0.02%
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193
$604K 0.02%
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194
$603K 0.02%
3,470
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195
$593K 0.02%
1,790
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196
$591K 0.02%
4,472
-15
197
$578K 0.02%
51,010
-13,683
198
$542K 0.02%
4,004
199
$524K 0.02%
2,702
200
$514K 0.02%
4,465
6 7
8
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