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
376
$76.4K ﹤0.01%
+1,766
377
$75.7K ﹤0.01%
1,016
378
$75.6K ﹤0.01%
1,500
+500
379
$74.6K ﹤0.01%
1,500
380
$74.3K ﹤0.01%
1,020
381
$73.3K ﹤0.01%
115
-4
382
$72.8K ﹤0.01%
300
383
$72.4K ﹤0.01%
1,100
384
$71.1K ﹤0.01%
1,159
385
$70.8K ﹤0.01%
1,167
386
$70.5K ﹤0.01%
1,000
387
$70.5K ﹤0.01%
2,503
+480
388
$70.5K ﹤0.01%
1,000
389
$70.3K ﹤0.01%
3,490
390
$70.2K ﹤0.01%
6,775
391
$69.3K ﹤0.01%
656
-80
392
$69.3K ﹤0.01%
750
393
$69K ﹤0.01%
1,000
394
$69K ﹤0.01%
5,540
-138
395
$68.3K ﹤0.01%
182
396
$68.2K ﹤0.01%
516
397
$67.4K ﹤0.01%
800
398
$67.4K ﹤0.01%
652
399
$66.6K ﹤0.01%
645
+445
400
$66.6K ﹤0.01%
309
14 15
16
17 18