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
401
$66.6K ﹤0.01%
3,527
402
$66.3K ﹤0.01%
355
-1
403
$64.6K ﹤0.01%
716
-78
404
$63.6K ﹤0.01%
1,101
-18
405
$63K ﹤0.01%
225
406
$63K ﹤0.01%
424
407
$62.7K ﹤0.01%
2,000
408
$62.7K ﹤0.01%
3,852
409
$62.3K ﹤0.01%
5,523
+3,023
410
$62.1K ﹤0.01%
1,650
411
$62.1K ﹤0.01%
380
412
$61.8K ﹤0.01%
680
413
$61.2K ﹤0.01%
600
414
$60.7K ﹤0.01%
400
415
$59.9K ﹤0.01%
85
416
$59.2K ﹤0.01%
1,952
417
$59.1K ﹤0.01%
936
418
$58.4K ﹤0.01%
1,199
419
$57.6K ﹤0.01%
1,063
420
$56.9K ﹤0.01%
517
421
$55.8K ﹤0.01%
2,296
422
$55.3K ﹤0.01%
97
423
$55.2K ﹤0.01%
5,000
424
$55.2K ﹤0.01%
245
425
$54.8K ﹤0.01%
514
-2,697
15 16
17
18 19