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
426
$62.7K ﹤0.01%
1,167
427
$62K ﹤0.01%
680
-400
428
$62K ﹤0.01%
1,650
429
$60.4K ﹤0.01%
3,490
430
$60K ﹤0.01%
1,952
431
$59.7K ﹤0.01%
467
-176
432
$58.7K ﹤0.01%
225
433
$58.5K ﹤0.01%
580
434
$57.9K ﹤0.01%
1,626
+1,286
435
$57.9K ﹤0.01%
1,199
436
$57.2K ﹤0.01%
424
-160
437
$57.1K ﹤0.01%
517
+397
438
$57.1K ﹤0.01%
1,000
439
$56.7K ﹤0.01%
465
440
$56.1K ﹤0.01%
+500
441
$56K ﹤0.01%
2,706
-9
442
$54.9K ﹤0.01%
750
-30
443
$54.1K ﹤0.01%
400
444
$53.9K ﹤0.01%
826
445
$53.7K ﹤0.01%
3,852
446
$53.6K ﹤0.01%
1,000
447
$52.8K ﹤0.01%
775
448
$52.1K ﹤0.01%
97
-17
449
$50.5K ﹤0.01%
3,193
-12
450
$50.2K ﹤0.01%
990
16 17
18
19 20