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
251
$261K 0.01%
6,249
252
$256K 0.01%
6,042
+393
253
$253K 0.01%
1,556
254
$233K 0.01%
969
-1
255
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256
$230K 0.01%
1,711
257
$228K 0.01%
2,163
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258
$225K 0.01%
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259
$223K 0.01%
8,095
-3,289
260
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11,625
261
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996
+4
262
$205K 0.01%
4,928
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263
$205K 0.01%
7,340
264
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265
$200K 0.01%
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-12
266
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1,064
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267
$199K 0.01%
4,135
268
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269
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270
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3,196
-245
271
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870
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272
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+9,128
273
$190K 0.01%
2,700
-550
274
$190K 0.01%
3,350
275
$189K 0.01%
1,586
-39
9 10
11
12 13