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
451
$46.3K ﹤0.01%
1,500
452
$46K ﹤0.01%
3,600
453
$45.5K ﹤0.01%
371
-255
454
$45.3K ﹤0.01%
300
455
$45K ﹤0.01%
710
456
$44.5K ﹤0.01%
564
457
$44.1K ﹤0.01%
340
458
$43.6K ﹤0.01%
806
-104
459
$43.5K ﹤0.01%
344
460
$43.5K ﹤0.01%
1,600
461
$43.4K ﹤0.01%
2,290
462
$43.3K ﹤0.01%
503
-402
463
$43K ﹤0.01%
+640
464
$42.8K ﹤0.01%
772
465
$42.6K ﹤0.01%
500
466
$42.6K ﹤0.01%
233
+41
467
$42.6K ﹤0.01%
1,712
468
$41.8K ﹤0.01%
252
469
$40.8K ﹤0.01%
110
470
$40.4K ﹤0.01%
339
471
$40.3K ﹤0.01%
400
472
$40.3K ﹤0.01%
162
+29
473
$40.3K ﹤0.01%
249
-20
474
$39.7K ﹤0.01%
700
475
$39.6K ﹤0.01%
200
+10
17 18
19
20 21