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
201
$507K 0.02%
4,535
-483
202
$490K 0.02%
2,899
-180
203
$482K 0.02%
1,490
204
$470K 0.02%
963
-56
205
$470K 0.02%
9,206
-12
206
$448K 0.02%
3,811
207
$447K 0.02%
1,750
208
$441K 0.02%
1,500
209
$440K 0.02%
4,963
210
$434K 0.02%
4,871
-75
211
$434K 0.02%
6,989
212
$432K 0.02%
4,785
213
$429K 0.02%
2,114
214
$428K 0.02%
10,260
215
$426K 0.01%
1,671
-25
216
$417K 0.01%
5,642
217
$416K 0.01%
6,410
218
$415K 0.01%
1,585
219
$413K 0.01%
1,192
-3
220
$403K 0.01%
2,475
221
$392K 0.01%
792
222
$380K 0.01%
4,580
-1,208
223
$379K 0.01%
1,189
-99
224
$376K 0.01%
16,594
-1,386
225
$373K 0.01%
7,510
-72
7 8
9
10 11