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
351
$100K ﹤0.01%
740
352
$98.1K ﹤0.01%
626
+60
353
$97.9K ﹤0.01%
3,679
354
$97.5K ﹤0.01%
1,323
+174
355
$97.1K ﹤0.01%
1,684
356
$95.3K ﹤0.01%
3,825
357
$92.7K ﹤0.01%
300
358
$91.5K ﹤0.01%
500
+100
359
$89.7K ﹤0.01%
2,259
-689
360
$89.4K ﹤0.01%
757
+57
361
$89.3K ﹤0.01%
370
+7
362
$88.6K ﹤0.01%
850
363
$88.1K ﹤0.01%
300
364
$88K ﹤0.01%
1,467
365
$87.8K ﹤0.01%
2,600
366
$87.3K ﹤0.01%
6,775
367
$87.3K ﹤0.01%
1,211
368
$87.1K ﹤0.01%
959
+15
369
$86.4K ﹤0.01%
197
+16
370
$84.9K ﹤0.01%
3,093
371
$84.7K ﹤0.01%
752
372
$83.8K ﹤0.01%
1,000
373
$83.8K ﹤0.01%
1,500
374
$83.4K ﹤0.01%
216
+32
375
$83.2K ﹤0.01%
741
+19
13 14
15
16 17