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
$2.72B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$2.99M
3
+$2.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.04M
5
AES icon
AES
AES
+$1.73M

Top Sells

1
+$6.13M
2
+$3.44M
3
+$2.35M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.23M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M

Sector Composition

1 Technology 22.62%
2 Financials 10.11%
3 Healthcare 9.91%
4 Industrials 8.02%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$72.6K ﹤0.01%
2,023
+383
402
$71.8K ﹤0.01%
+3,000
403
$70.9K ﹤0.01%
3,527
404
$70.6K ﹤0.01%
739
+11
405
$70.6K ﹤0.01%
2,528
406
$70K ﹤0.01%
5,000
407
$69.8K ﹤0.01%
309
+84
408
$69.8K ﹤0.01%
2,000
409
$69.6K ﹤0.01%
413
410
$67.7K ﹤0.01%
55
411
$67.4K ﹤0.01%
202
412
$67.3K ﹤0.01%
312
413
$67.3K ﹤0.01%
+458
414
$67.2K ﹤0.01%
5,629
-465
415
$66.6K ﹤0.01%
+750
416
$66.6K ﹤0.01%
1,222
417
$66.4K ﹤0.01%
2,800
418
$66.4K ﹤0.01%
+3,563
419
$66.2K ﹤0.01%
119
+2
420
$65.8K ﹤0.01%
150
421
$65.6K ﹤0.01%
250
422
$65.3K ﹤0.01%
184
423
$64.9K ﹤0.01%
388
-26
424
$64.5K ﹤0.01%
847
-52
425
$64.2K ﹤0.01%
8,718
-5,100
15 16
17
18 19