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
201
$296K 0.01%
7,885
202
$295K 0.01%
2,970
203
$294K 0.01%
6,717
+450
204
$294K 0.01%
4,602
-411
205
$292K 0.01%
3,378
+79
206
$290K 0.01%
1,309
207
$286K 0.01%
7,472
-7,290
208
$285K 0.01%
3,400
-60
209
$282K 0.01%
8,558
210
$277K 0.01%
4,075
211
$275K 0.01%
991
-8
212
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1,982
+207
213
$263K 0.01%
4,680
214
$263K 0.01%
8,049
-2
215
$263K 0.01%
4,250
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216
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1,500
217
$255K 0.01%
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218
$254K 0.01%
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219
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4,981
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220
$248K 0.01%
8,800
221
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3,255
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222
$240K 0.01%
1,616
-140
223
$237K 0.01%
5,402
224
$233K 0.01%
338
225
$230K 0.01%
2,245
7 8
9
10 11