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
276
$183K 0.01%
1,983
277
$181K 0.01%
491
-5
278
$180K 0.01%
1,487
279
$176K 0.01%
1,980
-10
280
$176K 0.01%
8,999
+1,400
281
$173K 0.01%
5,500
-5,130
282
$172K 0.01%
2,272
+1,172
283
$170K 0.01%
6,400
284
$170K 0.01%
7,300
285
$170K 0.01%
2,170
-115
286
$169K 0.01%
3,759
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287
$166K 0.01%
7,600
288
$166K 0.01%
655
-1
289
$164K 0.01%
3,164
-35,310
290
$163K 0.01%
1,480
291
$161K 0.01%
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292
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293
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294
$159K 0.01%
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295
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997
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296
$157K 0.01%
680
297
$156K 0.01%
866
298
$154K 0.01%
2,861
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299
$154K 0.01%
1,637
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300
$153K 0.01%
2,266
-5
10 11
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