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
$2.73B
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$2.71M
3
+$2.29M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.21M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.11M

Top Sells

1
+$13M
2
+$4.82M
3
+$3.42M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.35M
5
AAPL icon
Apple
AAPL
+$3.24M

Sector Composition

1 Technology 24.56%
2 Financials 9.6%
3 Healthcare 9.16%
4 Industrials 7.95%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$148K 0.01%
514
+14
302
$147K 0.01%
1,258
+315
303
$145K 0.01%
3,495
304
$145K 0.01%
2,150
+600
305
$144K 0.01%
866
+10
306
$144K 0.01%
250
307
$141K 0.01%
4,040
308
$141K 0.01%
2,140
309
$140K 0.01%
3,614
+81
310
$137K 0.01%
3,800
311
$136K 0.01%
2,463
312
$134K ﹤0.01%
2,848
-240
313
$134K ﹤0.01%
1,051
-568
314
$133K ﹤0.01%
500
-45
315
$132K ﹤0.01%
3,916
316
$132K ﹤0.01%
1,240
-59
317
$130K ﹤0.01%
2,265
318
$130K ﹤0.01%
5,400
319
$128K ﹤0.01%
3,735
320
$128K ﹤0.01%
6,640
-388
321
$128K ﹤0.01%
4,135
322
$126K ﹤0.01%
563
323
$125K ﹤0.01%
2,331
-52
324
$123K ﹤0.01%
7,599
325
$119K ﹤0.01%
1,017
-1
11 12
13
14 15