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
26
$23.9M 0.86%
332,721
-5,671
27
$23.4M 0.84%
44,778
-1,397
28
$23.2M 0.83%
69,291
-861
29
$22.7M 0.82%
4,577
-116
30
$22.6M 0.81%
77,320
-749
31
$22.2M 0.8%
191,691
-2,895
32
$22.2M 0.8%
44,538
-291
33
$22M 0.79%
61,218
-144
34
$21.6M 0.78%
101,766
+373
35
$21.3M 0.77%
123,772
-3,354
36
$21.2M 0.76%
76,942
-1,057
37
$21.1M 0.76%
99,481
-1,293
38
$20.5M 0.73%
21,724
-455
39
$19.9M 0.71%
101,414
-2,540
40
$19.7M 0.71%
279,812
+537
41
$18.6M 0.67%
161,483
+2,238
42
$18.5M 0.66%
38,999
-1,967
43
$18.2M 0.65%
125,640
-1,050
44
$18M 0.65%
28,578
-594
45
$18M 0.64%
79,513
-1,328
46
$17.8M 0.64%
208,355
-12,529
47
$17.4M 0.62%
55,021
-1,281
48
$17.2M 0.62%
75,790
-304
49
$16.9M 0.61%
127,593
+10,234
50
$16.8M 0.6%
110,356
-1,588
1
2
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