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
$2.73B
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$2.71M
3
+$2.29M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.21M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.11M

Top Sells

1
+$13M
2
+$4.82M
3
+$3.42M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.35M
5
AAPL icon
Apple
AAPL
+$3.24M

Sector Composition

1 Technology 24.56%
2 Financials 9.6%
3 Healthcare 9.16%
4 Industrials 7.95%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.5M 0.86%
248,150
-8,649
27
$23.4M 0.86%
148,108
-5,224
28
$22.3M 0.81%
105,247
-2,254
29
$21.6M 0.79%
80,065
-1,954
30
$21.4M 0.78%
101,459
-2,216
31
$21M 0.77%
310,521
-11,971
32
$20.9M 0.76%
26,525
-594
33
$20.8M 0.76%
46,756
-1,953
34
$20.7M 0.76%
60,908
+468
35
$20.6M 0.75%
46,103
-1,487
36
$20.5M 0.75%
282,608
+2,186
37
$19.9M 0.73%
43,044
-1,582
38
$19.8M 0.73%
197,582
-5,378
39
$19.5M 0.71%
19,060
-488
40
$19.3M 0.7%
265,060
-13,630
41
$19M 0.69%
79,561
-1,370
42
$18.7M 0.68%
113,496
-3,267
43
$18.7M 0.68%
127,994
-3,952
44
$18.6M 0.68%
4,688
-136
45
$18.2M 0.67%
32,727
-548
46
$18M 0.66%
70,020
-1,911
47
$18M 0.66%
76,927
-1,602
48
$17.5M 0.64%
19,361
-121
49
$17.4M 0.64%
81,557
-2,084
50
$17M 0.62%
318,301
-9,438
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