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
401
$54K ﹤0.01%
+2,500
402
$54K ﹤0.01%
+1,450
403
$54K ﹤0.01%
+1,460
404
$53K ﹤0.01%
+1,000
405
$53K ﹤0.01%
+640
406
$53K ﹤0.01%
+800
407
$53K ﹤0.01%
+600
408
$52K ﹤0.01%
+1,204
409
$51K ﹤0.01%
+3,200
410
$51K ﹤0.01%
+3,545
411
$51K ﹤0.01%
+820
412
$51K ﹤0.01%
+1,167
413
$51K ﹤0.01%
+411
414
$51K ﹤0.01%
+4,075
415
$51K ﹤0.01%
+1,100
416
$50K ﹤0.01%
+366
417
$50K ﹤0.01%
+1,121
418
$50K ﹤0.01%
+495
419
$50K ﹤0.01%
+327
420
$50K ﹤0.01%
+1,875
421
$49K ﹤0.01%
+350
422
$49K ﹤0.01%
+1,600
423
$49K ﹤0.01%
+1,292
424
$49K ﹤0.01%
+925
425
$48K ﹤0.01%
+3,333
15 16
17
18 19