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
426
$58K ﹤0.01%
400
427
$57.8K ﹤0.01%
424
428
$57.7K ﹤0.01%
458
429
$57.7K ﹤0.01%
1,952
430
$57.6K ﹤0.01%
1,199
431
$57.4K ﹤0.01%
2,023
432
$57.1K ﹤0.01%
517
433
$57.1K ﹤0.01%
1,650
434
$56.7K ﹤0.01%
97
435
$56.3K ﹤0.01%
225
436
$55.5K ﹤0.01%
500
437
$55K ﹤0.01%
85
-20
438
$54.3K ﹤0.01%
5,000
439
$54K ﹤0.01%
+300
440
$53.6K ﹤0.01%
465
441
$53.5K ﹤0.01%
354
-34
442
$53.1K ﹤0.01%
422
-45
443
$51.5K ﹤0.01%
2,296
444
$51.5K ﹤0.01%
750
445
$51.2K ﹤0.01%
1,222
446
$50.8K ﹤0.01%
3,852
447
$50.5K ﹤0.01%
867
+605
448
$50.4K ﹤0.01%
990
449
$49.6K ﹤0.01%
1,671
-6,680
450
$49.5K ﹤0.01%
3,105
16 17
18
19 20