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
326
$94K 0.01%
+3,105
327
$94K 0.01%
+504
328
$93K 0.01%
+1,903
329
$93K 0.01%
+1,732
330
$92K ﹤0.01%
+5,000
331
$92K ﹤0.01%
+2,500
332
$91K ﹤0.01%
+1,872
333
$90K ﹤0.01%
+1,200
334
$89K ﹤0.01%
+1,039
335
$88K ﹤0.01%
+1,283
336
$87K ﹤0.01%
+779
337
$87K ﹤0.01%
+552
338
$86K ﹤0.01%
+1,544
339
$86K ﹤0.01%
+630
340
$85K ﹤0.01%
+990
341
$85K ﹤0.01%
+8,150
342
$84K ﹤0.01%
+940
343
$83K ﹤0.01%
+912
344
$82K ﹤0.01%
+3,372
345
$81K ﹤0.01%
+1,757
346
$80K ﹤0.01%
+797
347
$80K ﹤0.01%
+231
348
$79K ﹤0.01%
+3,464
349
$79K ﹤0.01%
+1,200
350
$79K ﹤0.01%
+3,000
12 13
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