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
201
$344K 0.02%
5,710
202
$338K 0.01%
2,716
203
$336K 0.01%
1,470
-335
204
$333K 0.01%
3,079
-376
205
$327K 0.01%
1,750
206
$321K 0.01%
2,675
-1,125
207
$319K 0.01%
7,885
208
$311K 0.01%
1,457
-9
209
$307K 0.01%
4,750
210
$305K 0.01%
1,800
211
$299K 0.01%
11,417
212
$295K 0.01%
2,114
213
$293K 0.01%
3,646
-681
214
$292K 0.01%
3,361
+1,000
215
$288K 0.01%
3,822
-16
216
$288K 0.01%
1,087
-365
217
$287K 0.01%
4,463
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218
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340
+1
219
$275K 0.01%
1,500
220
$270K 0.01%
100,000
221
$266K 0.01%
3,750
222
$263K 0.01%
7,510
223
$261K 0.01%
2,845
224
$247K 0.01%
1,995
225
$245K 0.01%
1,611
+119
7 8
9
10 11