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
301
$153K 0.01%
4,035
302
$153K 0.01%
994
-30
303
$153K 0.01%
1,884
+200
304
$151K 0.01%
1,200
305
$151K 0.01%
718
306
$150K 0.01%
500
307
$149K 0.01%
1,258
308
$149K 0.01%
7,500
309
$148K 0.01%
6,670
310
$145K 0.01%
3,916
311
$140K 0.01%
3,661
+400
312
$139K 0.01%
1,051
313
$133K ﹤0.01%
2,445
-18
314
$132K ﹤0.01%
4,040
315
$131K ﹤0.01%
1,062
316
$130K ﹤0.01%
2,150
+150
317
$130K ﹤0.01%
5,400
318
$129K ﹤0.01%
3,800
319
$127K ﹤0.01%
569
320
$127K ﹤0.01%
1,200
321
$125K ﹤0.01%
757
322
$123K ﹤0.01%
5,600
323
$122K ﹤0.01%
358
+1
324
$121K ﹤0.01%
952
325
$119K ﹤0.01%
3,884
+205
11 12
13
14 15