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
$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
1
$111M 4.9%
649,998
-8,108
2
$98.2M 4.32%
229,791
+833
3
$72.6M 3.19%
1,048,532
+17,825
4
$69.5M 3.06%
220,099
-2,020
5
$64M 2.82%
362,088
+5,162
6
$60.3M 2.65%
460,975
-6,022
7
$58.3M 2.57%
253,600
-2,141
8
$58.2M 2.56%
148,207
+658
9
$58.2M 2.56%
457,635
-5,029
10
$53.9M 2.37%
106,560
-669
11
$50.7M 2.23%
216,008
+746
12
$48.9M 2.15%
106,987
+1,038
13
$42.1M 1.85%
506,980
-10,540
14
$36.7M 1.62%
121,517
-520
15
$34.7M 1.53%
798,480
-43,490
16
$32.5M 1.43%
224,141
-12,007
17
$27.8M 1.22%
92,562
-41
18
$27.8M 1.22%
236,774
-3,666
19
$26.6M 1.17%
86,654
-640
20
$25.1M 1.1%
242,913
-4,887
21
$22.3M 0.98%
250,344
-125
22
$21.1M 0.93%
107,077
+440
23
$20.8M 0.91%
133,264
-306
24
$20.7M 0.91%
79,954
-1,039
25
$20.6M 0.91%
108,312
-1,287
1
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