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
$2.53B
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.1M
3
+$8.04M
4
AMZN icon
Amazon
AMZN
+$3.25M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.46M

Top Sells

1
+$22.9M
2
+$11.6M
3
+$9.21M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.94M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.85M

Sector Composition

1 Technology 22.59%
2 Financials 13.62%
3 Healthcare 10.67%
4 Consumer Discretionary 8.17%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24M 0.95%
135,664
+2,485
27
$23M 0.91%
88,680
+3,520
28
$22.8M 0.9%
225,375
+7,863
29
$22.8M 0.9%
102,571
+5,677
30
$21.8M 0.86%
28,582
+500
31
$21.4M 0.85%
178,979
+4,739
32
$21.3M 0.84%
37,028
+835
33
$20.8M 0.82%
184,857
+7,712
34
$20.1M 0.8%
93,690
+2,327
35
$20.1M 0.79%
202,651
+3,213
36
$20M 0.79%
87,822
+1,438
37
$19.9M 0.79%
118,969
+2,976
38
$19.4M 0.77%
113,662
+3,585
39
$19.1M 0.76%
25,754
+2,061
40
$18.9M 0.75%
114,192
+4,875
41
$18.8M 0.75%
369,703
+16,370
42
$18.4M 0.73%
172,230
-6,471
43
$18.1M 0.72%
349,719
-2,598
44
$18M 0.71%
324,635
-34,869
45
$17.7M 0.7%
70,401
+4,144
46
$17.6M 0.69%
374,991
+22,685
47
$17.1M 0.68%
87,763
+5,416
48
$17.1M 0.68%
41,631
+2,498
49
$16.9M 0.67%
156,081
+2,442
50
$16.8M 0.67%
140,827
+5,331
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