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
$2.85B
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
1
$143M 5.01%
613,795
-14,008
2
$123M 4.33%
215,065
-4,376
3
$92.8M 3.25%
215,587
+94
4
$86.7M 3.04%
983,778
-26,212
5
$82.3M 2.88%
677,642
-51,268
6
$80.5M 2.82%
431,810
-7,201
7
$76.2M 2.67%
144,395
+5,679
8
$75M 2.63%
434,702
-21,598
9
$74.6M 2.61%
337,538
-13,636
10
$71.9M 2.52%
433,367
-10,612
11
$65.4M 2.29%
237,978
-5,942
12
$63.6M 2.23%
202,375
-1,162
13
$62.2M 2.18%
100,543
-2,018
14
$54.8M 1.92%
96,211
-2,605
15
$48.5M 1.7%
119,721
-1,830
16
$48M 1.68%
83,885
-2,234
17
$41.1M 1.44%
194,828
-6,695
18
$36.5M 1.28%
213,328
-7,430
19
$28.9M 1.01%
81,888
-635
20
$28.6M 1%
338,392
-4,525
21
$28.4M 1%
241,789
-1,338
22
$27.4M 0.96%
30,929
-662
23
$27.3M 0.96%
212,704
-8,699
24
$26.2M 0.92%
144,275
-3,833
25
$25.6M 0.9%
246,069
-2,081
1
2 3 4 5