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
326
$119K ﹤0.01%
1,200
327
$119K ﹤0.01%
870
+220
328
$117K ﹤0.01%
+5,600
329
$115K ﹤0.01%
792
+22
330
$115K ﹤0.01%
600
331
$115K ﹤0.01%
1,805
-54
332
$114K ﹤0.01%
1,062
333
$114K ﹤0.01%
569
+19
334
$113K ﹤0.01%
362
335
$113K ﹤0.01%
2,500
336
$110K ﹤0.01%
168
+16
337
$109K ﹤0.01%
2,930
338
$109K ﹤0.01%
527
+4
339
$108K ﹤0.01%
680
340
$108K ﹤0.01%
1,000
341
$107K ﹤0.01%
358
-3
342
$106K ﹤0.01%
2,694
343
$106K ﹤0.01%
1,554
344
$105K ﹤0.01%
1,103
-23
345
$105K ﹤0.01%
952
346
$105K ﹤0.01%
773
+154
347
$103K ﹤0.01%
1,480
348
$103K ﹤0.01%
3,272
-58
349
$103K ﹤0.01%
2,166
+166
350
$100K ﹤0.01%
1,885
-24
12 13
14
15 16