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
326
$118K ﹤0.01%
1,554
327
$114K ﹤0.01%
1,940
-200
328
$114K ﹤0.01%
1,085
-1,760
329
$114K ﹤0.01%
3,156
-118
330
$109K ﹤0.01%
2,694
331
$108K ﹤0.01%
172
+5
332
$108K ﹤0.01%
300
333
$107K ﹤0.01%
660
-5
334
$107K ﹤0.01%
2,500
335
$106K ﹤0.01%
2,930
336
$106K ﹤0.01%
514
-1,600
337
$106K ﹤0.01%
797
338
$105K ﹤0.01%
1,814
339
$103K ﹤0.01%
1,972
340
$103K ﹤0.01%
1,136
+177
341
$99.8K ﹤0.01%
216
342
$98.3K ﹤0.01%
3,093
343
$97.5K ﹤0.01%
528
-1
344
$97K ﹤0.01%
1,000
345
$96.8K ﹤0.01%
2,528
346
$96.6K ﹤0.01%
800
+300
347
$95.3K ﹤0.01%
1,030
348
$95.1K ﹤0.01%
1,000
349
$94.6K ﹤0.01%
5,115
-511
350
$94.3K ﹤0.01%
1,211
12 13
14
15 16