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
426
$54.7K ﹤0.01%
787
+147
427
$54.3K ﹤0.01%
112
+11
428
$54.2K ﹤0.01%
732
-109
429
$54.1K ﹤0.01%
1,015
+400
430
$53.1K ﹤0.01%
1,000
431
$53K ﹤0.01%
3,000
432
$52.6K ﹤0.01%
465
433
$52K ﹤0.01%
+1,500
434
$51.9K ﹤0.01%
878
+628
435
$51.4K ﹤0.01%
3,000
-303
436
$51.2K ﹤0.01%
750
437
$50.5K ﹤0.01%
1,000
438
$50.2K ﹤0.01%
990
439
$50.2K ﹤0.01%
263
-5
440
$50.1K ﹤0.01%
1,834
+1,099
441
$49.9K ﹤0.01%
1,671
442
$49.6K ﹤0.01%
425
443
$49.4K ﹤0.01%
2,103
+919
444
$49.2K ﹤0.01%
637
445
$48.5K ﹤0.01%
3,986
+1,486
446
$47.7K ﹤0.01%
312
447
$47.4K ﹤0.01%
3,105
448
$47.4K ﹤0.01%
324
449
$47.3K ﹤0.01%
300
-30
450
$47K ﹤0.01%
400
16 17
18
19 20