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
376
$83.2K ﹤0.01%
704
-1
377
$82.6K ﹤0.01%
398
-5
378
$82.3K ﹤0.01%
350
379
$80.4K ﹤0.01%
1,440
-1,327
380
$80.1K ﹤0.01%
1,392
-105
381
$78.9K ﹤0.01%
519
382
$78.6K ﹤0.01%
1,120
+500
383
$76.9K ﹤0.01%
610
-88
384
$76.6K ﹤0.01%
7,371
-4,107
385
$76.3K ﹤0.01%
556
386
$76.2K ﹤0.01%
309
387
$75.7K ﹤0.01%
1,020
+20
388
$75.5K ﹤0.01%
185
389
$74.8K ﹤0.01%
3,030
+2,925
390
$74.8K ﹤0.01%
365
-318
391
$72.3K ﹤0.01%
312
392
$72.1K ﹤0.01%
400
393
$71.9K ﹤0.01%
3,000
394
$71.9K ﹤0.01%
3,527
395
$71.4K ﹤0.01%
1,100
396
$70K ﹤0.01%
2,528
397
$69.9K ﹤0.01%
757
+18
398
$68.5K ﹤0.01%
1,000
399
$68.3K ﹤0.01%
1,568
+1
400
$68.1K ﹤0.01%
324
-89
14 15
16
17 18