WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$7.75M
2
+$2.55M
3
+$2.18M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.94M
5
MCD icon
McDonald's
MCD
+$1.7M

Top Sells

1
+$6.03M
2
+$3.16M
3
+$2.2M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.12M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.03M

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
451
$50.1K ﹤0.01%
3,000
452
$50.1K ﹤0.01%
268
-425
453
$50.1K ﹤0.01%
2,296
454
$49.4K ﹤0.01%
1,000
455
$48.7K ﹤0.01%
575
456
$48.1K ﹤0.01%
101
457
$47.9K ﹤0.01%
450
458
$47.9K ﹤0.01%
360
459
$46.9K ﹤0.01%
1,000
460
$46.6K ﹤0.01%
2,290
461
$46.5K ﹤0.01%
245
462
$46.3K ﹤0.01%
1,600
463
$45.9K ﹤0.01%
620
+1
464
$45.4K ﹤0.01%
1,000
465
$45.4K ﹤0.01%
553
+65
466
$45.2K ﹤0.01%
500
467
$45K ﹤0.01%
+636
468
$44.7K ﹤0.01%
3,600
469
$44.4K ﹤0.01%
339
470
$44K ﹤0.01%
241
471
$43.6K ﹤0.01%
+1,204
472
$43.2K ﹤0.01%
3,105
473
$43.1K ﹤0.01%
500
474
$43K ﹤0.01%
125
475
$42.4K ﹤0.01%
649
17 18
19
20 21