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
276
$135K 0.01%
1,901
+1,390
277
$135K 0.01%
+701
278
$134K 0.01%
+2,587
279
$134K 0.01%
+840
280
$133K 0.01%
+1,825
281
$131K 0.01%
+4,050
282
$129K 0.01%
+1,747
283
$129K 0.01%
+3,691
284
$127K 0.01%
+5,045
285
$127K 0.01%
+2,818
286
$125K 0.01%
+943
287
$123K 0.01%
+1,008
288
$122K 0.01%
+10,000
289
$120K 0.01%
+4,225
290
$120K 0.01%
+750
291
$120K 0.01%
+1,750
292
$120K 0.01%
+2,870
293
$117K 0.01%
+700
294
$117K 0.01%
+3,371
295
$116K 0.01%
+2,524
296
$113K 0.01%
+1,781
297
$112K 0.01%
+1,790
298
$111K 0.01%
+2,402
299
$111K 0.01%
+1,013
300
$111K 0.01%
+2,196
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