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
$2.72B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$2.99M
3
+$2.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.04M
5
AES icon
AES
AES
+$1.73M

Top Sells

1
+$6.13M
2
+$3.44M
3
+$2.35M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.23M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M

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
26
$22.3M 0.82%
153,332
-897
27
$22.3M 0.82%
348,284
+4,641
28
$22.1M 0.81%
31,682
-1,178
29
$21.7M 0.8%
71,931
-1,246
30
$21.6M 0.79%
60,440
-759
31
$21.5M 0.79%
278,690
-11,427
32
$21.4M 0.78%
103,675
-674
33
$20.9M 0.77%
131,946
-238
34
$20.9M 0.77%
105,481
-610
35
$20.8M 0.76%
280,422
+30,687
36
$20.4M 0.75%
116,763
+23
37
$20.2M 0.74%
47,590
+1,572
38
$20.2M 0.74%
80,931
+83
39
$19.8M 0.73%
202,960
+1,411
40
$19.4M 0.71%
48,709
-526
41
$19.4M 0.71%
78,529
-35
42
$19.4M 0.71%
322,492
+2,035
43
$19.3M 0.71%
82,019
+60
44
$19.3M 0.71%
44,626
-1,778
45
$19.1M 0.7%
239,820
-9,414
46
$19M 0.7%
19,548
-182
47
$18.8M 0.69%
22,736
-235
48
$18.7M 0.69%
230,608
+14
49
$18M 0.66%
141,451
+582
50
$17.6M 0.65%
228,226
-16,641
1
2
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