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
$2.79B
AUM Growth
-$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.57M
3
+$4.59M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.38M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.51M

Top Sells

1
+$25.8M
2
+$19.3M
3
+$10.5M
4
APTV icon
Aptiv
APTV
+$9.88M
5
AMGN icon
Amgen
AMGN
+$7.57M

Sector Composition

1 Technology 24.76%
2 Financials 9.19%
3 Healthcare 8.25%
4 Industrials 7.88%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$342K 0.01%
3,850
-227
227
$340K 0.01%
1,450
-300
228
$334K 0.01%
1,210
+18
229
$333K 0.01%
560
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230
$328K 0.01%
1,631
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231
$327K 0.01%
3,532
+3
232
$326K 0.01%
325
-25,758
233
$315K 0.01%
1,818
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234
$312K 0.01%
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235
$310K 0.01%
2,225
-250
236
$310K 0.01%
3,088
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237
$310K 0.01%
3,760
-1,025
238
$309K 0.01%
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-3
239
$299K 0.01%
4,150
-68
240
$299K 0.01%
5,322
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241
$287K 0.01%
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242
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7,885
243
$281K 0.01%
698
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244
$280K 0.01%
2,461
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245
$279K 0.01%
13,062
246
$277K 0.01%
2,227
247
$273K 0.01%
4,360
248
$269K 0.01%
5,100
249
$268K 0.01%
725
250
$267K 0.01%
1,495
+27
8 9
10
11 12