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
251
$173K 0.01%
+4,523
252
$173K 0.01%
3,788
-2,306
253
$172K 0.01%
+1,725
254
$171K 0.01%
+3,150
255
$170K 0.01%
+2,600
256
$169K 0.01%
+3,466
257
$165K 0.01%
+7,500
258
$165K 0.01%
+2,840
259
$163K 0.01%
1,700
-2,484
260
$152K 0.01%
+2,175
261
$151K 0.01%
1,330
+845
262
$150K 0.01%
+1,619
263
$148K 0.01%
+1,964
264
$147K 0.01%
+1,105
265
$147K 0.01%
+8,140
266
$145K 0.01%
+1,868
267
$142K 0.01%
+2,055
268
$141K 0.01%
+1,360
269
$140K 0.01%
+2,000
270
$139K 0.01%
+4,485
271
$138K 0.01%
+1,250
272
$137K 0.01%
+2,268
273
$137K 0.01%
+2,690
274
$136K 0.01%
+3,404
275
$135K 0.01%
+1,464
9 10
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