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
$1.87B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$12.4M
3
+$6.37M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.15M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.25M

Top Sells

1
+$3.7M
2
+$2.87M
3
+$2.85M
4
USB icon
US Bancorp
USB
+$2.18M
5
AMZN icon
Amazon
AMZN
+$1.3M

Sector Composition

1 Financials 19.11%
2 Technology 11.75%
3 Consumer Discretionary 10.62%
4 Healthcare 9.91%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$230K 0.01%
9,314
+900
227
$222K 0.01%
+4,336
228
$219K 0.01%
+9,500
229
$215K 0.01%
+4,966
230
$206K 0.01%
1,694
231
$206K 0.01%
+1,048
232
$206K 0.01%
5,360
+121
233
$203K 0.01%
5,616
+51
234
$203K 0.01%
+3,128
235
$202K 0.01%
3,055
236
$201K 0.01%
1,185
-16
237
$198K 0.01%
+1,322
238
$197K 0.01%
640
+59
239
$196K 0.01%
+2,750
240
$196K 0.01%
+4,540
241
$195K 0.01%
+4,990
242
$190K 0.01%
+4,639
243
$184K 0.01%
7,670
+1,000
244
$184K 0.01%
1,509
245
$180K 0.01%
+2,200
246
$180K 0.01%
+790
247
$179K 0.01%
+2,732
248
$178K 0.01%
+1,929
249
$175K 0.01%
+2,146
250
$174K 0.01%
15,669
-822
8 9
10
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