WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$12.9M
3
+$6.48M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.14M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.24M

Top Sells

1
+$3.84M
2
+$2.79M
3
+$2.78M
4
USB icon
US Bancorp
USB
+$2.21M
5
AMZN icon
Amazon
AMZN
+$1.22M

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%
+2,520
362
$72K ﹤0.01%
+1,290
363
$72K ﹤0.01%
+436
364
$72K ﹤0.01%
+1,232
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%
+2,022
370
$65K ﹤0.01%
+1,000
371
$65K ﹤0.01%
+700
372
$65K ﹤0.01%
+1,000
373
$65K ﹤0.01%
+1,098
374
$64K ﹤0.01%
+2,450
375
$64K ﹤0.01%
+869
13 14
15
16 17