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
26
$21.8M 1.17%
93,381
-135
27
$19.7M 1.05%
214,524
-81
28
$19.4M 1.04%
588,668
-8,705
29
$18.9M 1.01%
360,026
+1,144
30
$18.2M 0.98%
304,903
-1,873
31
$17.8M 0.96%
109,087
+451
32
$17.1M 0.92%
34,221
+733
33
$17M 0.91%
134,693
+11,261
34
$16.8M 0.9%
213,267
-15,447
35
$16.8M 0.9%
156,184
+47,792
36
$16.7M 0.89%
314,712
-5,156
37
$16.2M 0.87%
122,105
+14,821
38
$15.6M 0.83%
146,463
+30,556
39
$15.1M 0.81%
124,528
+10,552
40
$15M 0.8%
298,436
+3,943
41
$14.6M 0.78%
601,917
+10,637
42
$14.3M 0.77%
343,168
+28,512
43
$14.3M 0.77%
213,211
+25,199
44
$14.1M 0.75%
169,239
+418
45
$13.9M 0.74%
668,812
-1,094
46
$13.7M 0.73%
125,537
+8,502
47
$13.6M 0.73%
245,933
-51,840
48
$13.4M 0.72%
208,366
+2,639
49
$13.3M 0.71%
99,425
+3,765
50
$12.8M 0.69%
6,322
+6,104
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