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
301
$111K 0.01%
+1,345
302
$110K 0.01%
+1,001
303
$109K 0.01%
+3,050
304
$109K 0.01%
+700
305
$108K 0.01%
+1,000
306
$107K 0.01%
+2,109
307
$105K 0.01%
+801
308
$105K 0.01%
+1,980
309
$105K 0.01%
+3,123
310
$105K 0.01%
+1,739
311
$104K 0.01%
+614
312
$104K 0.01%
+17,400
313
$103K 0.01%
+5,536
314
$102K 0.01%
+708
315
$100K 0.01%
+419
316
$100K 0.01%
+2,833
317
$98K 0.01%
+5,000
318
$98K 0.01%
+965
319
$97K 0.01%
1,316
+753
320
$97K 0.01%
+1,182
321
$97K 0.01%
+1,145
322
$96K 0.01%
+1,036
323
$95K 0.01%
2,499
+1,838
324
$95K 0.01%
19,000
325
$94K 0.01%
+1,742
11 12
13
14 15