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
351
$77K ﹤0.01%
+1,000
352
$77K ﹤0.01%
+1,542
353
$76K ﹤0.01%
+3,820
354
$75K ﹤0.01%
+2,145
355
$74K ﹤0.01%
+1,229
356
$74K ﹤0.01%
+255
357
$74K ﹤0.01%
+2,000
358
$74K ﹤0.01%
+1,279
359
$74K ﹤0.01%
+1,340
360
$73K ﹤0.01%
+2,805
361
$72K ﹤0.01%
+436
362
$72K ﹤0.01%
+1,232
363
$72K ﹤0.01%
+2,520
364
$72K ﹤0.01%
+1,290
365
$71K ﹤0.01%
+1,015
366
$69K ﹤0.01%
+1,500
367
$66K ﹤0.01%
+4,000
368
$66K ﹤0.01%
575
-3,283
369
$65K ﹤0.01%
+1,098
370
$65K ﹤0.01%
+2,022
371
$65K ﹤0.01%
+1,000
372
$65K ﹤0.01%
+700
373
$65K ﹤0.01%
+1,000
374
$64K ﹤0.01%
+1,872
375
$64K ﹤0.01%
+2,450
13 14
15
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