WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$12.9M
3
+$6.48M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.14M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.24M

Top Sells

1
+$3.84M
2
+$2.79M
3
+$2.78M
4
USB icon
US Bancorp
USB
+$2.21M
5
AMZN icon
Amazon
AMZN
+$1.22M

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
476
$36K ﹤0.01%
+554
477
$36K ﹤0.01%
+800
478
$35K ﹤0.01%
+1,653
479
$35K ﹤0.01%
+910
480
$34K ﹤0.01%
+225
481
$34K ﹤0.01%
+5,000
482
$34K ﹤0.01%
+960
483
$33K ﹤0.01%
+2,500
484
$33K ﹤0.01%
+1,655
485
$32K ﹤0.01%
+200
486
$32K ﹤0.01%
+780
487
$32K ﹤0.01%
+959
488
$32K ﹤0.01%
+900
489
$32K ﹤0.01%
+2,700
490
$31K ﹤0.01%
+1,450
491
$31K ﹤0.01%
+950
492
$31K ﹤0.01%
+3,550
493
$31K ﹤0.01%
+1,666
494
$31K ﹤0.01%
+916
495
$31K ﹤0.01%
+3,000
496
$31K ﹤0.01%
665
+638
497
$31K ﹤0.01%
+594
498
$30K ﹤0.01%
+750
499
$30K ﹤0.01%
+1,639
500
$30K ﹤0.01%
+504
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