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
351
$94K ﹤0.01%
780
+200
352
$93.2K ﹤0.01%
2,800
353
$92K ﹤0.01%
519
354
$91.5K ﹤0.01%
1,883
+491
355
$90.3K ﹤0.01%
377
-5
356
$89.7K ﹤0.01%
773
357
$89K ﹤0.01%
1,054
+396
358
$88.8K ﹤0.01%
365
359
$87.5K ﹤0.01%
1,030
360
$86.7K ﹤0.01%
1,569
-4
361
$86.3K ﹤0.01%
760
+200
362
$86.3K ﹤0.01%
1,054
-68
363
$84.8K ﹤0.01%
667
-42
364
$83.4K ﹤0.01%
819
-274
365
$82.9K ﹤0.01%
1,733
-107
366
$82.6K ﹤0.01%
1,250
+62
367
$82.5K ﹤0.01%
197
368
$82.4K ﹤0.01%
1,554
+989
369
$81.5K ﹤0.01%
+1,490
370
$81.4K ﹤0.01%
1,440
371
$80.3K ﹤0.01%
1,457
-10
372
$79.9K ﹤0.01%
150
373
$79.2K ﹤0.01%
165
-20
374
$77.8K ﹤0.01%
1,540
375
$77K ﹤0.01%
773
+23
13 14
15
16 17