WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
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
1
$97.3M 4.9%
704,186
-18,460
2
$65.9M 3.32%
1,060,346
-3,403
3
$58.8M 2.96%
356,768
-854
4
$57.8M 2.91%
113,947
-3,012
5
$57.8M 2.91%
247,985
-10,250
6
$54.8M 2.76%
485,102
-2,003
7
$48.1M 2.42%
270,893
-3,763
8
$47.4M 2.39%
495,527
-3,813
9
$43.4M 2.19%
121,591
-381
10
$42.9M 2.16%
217,384
+392
11
$39.1M 1.97%
373,903
-3,480
12
$36.8M 1.85%
91,701
-529
13
$35M 1.77%
127,014
-1,476
14
$32.8M 1.65%
127,341
-1,602
15
$32M 1.61%
1,058,603
-4,118
16
$31.7M 1.6%
682,564
+620
17
$29.3M 1.47%
135,506
-1,058
18
$26.3M 1.33%
335,925
-4,204
19
$25.5M 1.29%
575,080
-850
20
$24.3M 1.22%
254,504
-2,696
21
$23.3M 1.17%
90,375
-783
22
$22.3M 1.12%
136,652
-841
23
$22.3M 1.12%
67,899
+7,031
24
$21.8M 1.1%
253,186
-1,456
25
$21.6M 1.09%
264,158
-4,552
1
2 3 4 5