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
401
$68.1K ﹤0.01%
2,500
402
$67.2K ﹤0.01%
425
403
$67.1K ﹤0.01%
8,718
404
$66.4K ﹤0.01%
1,030
+30
405
$65.9K ﹤0.01%
300
406
$65.9K ﹤0.01%
652
407
$65.8K ﹤0.01%
+1,016
408
$64.9K ﹤0.01%
202
409
$64.1K ﹤0.01%
150
410
$64K ﹤0.01%
1,000
-10
411
$63.4K ﹤0.01%
800
412
$63.2K ﹤0.01%
1,167
413
$63K ﹤0.01%
3,490
414
$62.9K ﹤0.01%
2,800
415
$62.8K ﹤0.01%
+1,188
416
$61.9K ﹤0.01%
1,000
417
$61.9K ﹤0.01%
811
-36
418
$61.7K ﹤0.01%
580
419
$61.6K ﹤0.01%
750
420
$61.1K ﹤0.01%
5,746
+117
421
$61K ﹤0.01%
2,000
422
$60.3K ﹤0.01%
119
423
$59.9K ﹤0.01%
680
424
$59.2K ﹤0.01%
941
+699
425
$58K ﹤0.01%
3,000
15 16
17
18 19