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
426
$47K ﹤0.01%
+1,000
427
$47K ﹤0.01%
+642
428
$47K ﹤0.01%
+1,000
429
$46K ﹤0.01%
+800
430
$46K ﹤0.01%
+4,000
431
$46K ﹤0.01%
+972
432
$46K ﹤0.01%
+1,237
433
$46K ﹤0.01%
+864
434
$45K ﹤0.01%
+1,450
435
$45K ﹤0.01%
+2,628
436
$45K ﹤0.01%
+550
437
$45K ﹤0.01%
+1,476
438
$44K ﹤0.01%
+889
439
$44K ﹤0.01%
+1,550
440
$44K ﹤0.01%
+199
441
$44K ﹤0.01%
+775
442
$44K ﹤0.01%
+2,896
443
$44K ﹤0.01%
+300
444
$44K ﹤0.01%
+1,239
445
$43K ﹤0.01%
+1,850
446
$43K ﹤0.01%
+336
447
$42K ﹤0.01%
+394
448
$42K ﹤0.01%
+1,328
449
$42K ﹤0.01%
+164
450
$42K ﹤0.01%
+550
16 17
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