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
451
$41K ﹤0.01%
+411
452
$41K ﹤0.01%
+730
453
$41K ﹤0.01%
+958
454
$41K ﹤0.01%
+1,000
455
$41K ﹤0.01%
+4,000
456
$40K ﹤0.01%
+711
457
$40K ﹤0.01%
+972
458
$39K ﹤0.01%
+899
459
$39K ﹤0.01%
+739
460
$38K ﹤0.01%
+1,200
461
$38K ﹤0.01%
+1,969
462
$38K ﹤0.01%
+2,016
463
$38K ﹤0.01%
+4,334
464
$38K ﹤0.01%
+1,606
465
$38K ﹤0.01%
+3,450
466
$38K ﹤0.01%
+227
467
$37K ﹤0.01%
+295
468
$37K ﹤0.01%
+333
469
$37K ﹤0.01%
+500
470
$37K ﹤0.01%
+265
471
$36K ﹤0.01%
+505
472
$36K ﹤0.01%
+800
473
$36K ﹤0.01%
+495
474
$36K ﹤0.01%
+800
475
$36K ﹤0.01%
+2,500
17 18
19
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