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
376
$64K ﹤0.01%
+869
377
$63K ﹤0.01%
+1,209
378
$63K ﹤0.01%
+2,610
379
$63K ﹤0.01%
+3,306
380
$62K ﹤0.01%
+1,000
381
$62K ﹤0.01%
+1,167
382
$62K ﹤0.01%
+1,700
383
$62K ﹤0.01%
+1,000
384
$62K ﹤0.01%
+330
385
$62K ﹤0.01%
+3,000
386
$61K ﹤0.01%
+2,670
387
$60K ﹤0.01%
+2,800
388
$60K ﹤0.01%
+810
389
$59K ﹤0.01%
+265
390
$57K ﹤0.01%
+3,532
391
$57K ﹤0.01%
+900
392
$57K ﹤0.01%
+1,375
393
$56K ﹤0.01%
+500
394
$56K ﹤0.01%
+905
395
$56K ﹤0.01%
+5,500
396
$56K ﹤0.01%
+254
397
$56K ﹤0.01%
+628
398
$55K ﹤0.01%
+3,600
399
$55K ﹤0.01%
+2,407
400
$55K ﹤0.01%
+1,500
14 15
16
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