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
476
$39.3K ﹤0.01%
600
477
$39.3K ﹤0.01%
175
478
$38.6K ﹤0.01%
888
479
$38K ﹤0.01%
132
480
$37.8K ﹤0.01%
2,440
481
$37.8K ﹤0.01%
168
+46
482
$37.2K ﹤0.01%
1,000
483
$36.9K ﹤0.01%
235
484
$36.9K ﹤0.01%
100
485
$36.5K ﹤0.01%
589
486
$36.3K ﹤0.01%
250
487
$36.3K ﹤0.01%
106
+6
488
$36K ﹤0.01%
621
-163
489
$35.9K ﹤0.01%
630
-22
490
$35.7K ﹤0.01%
403
491
$35.3K ﹤0.01%
606
-1,304
492
$35.3K ﹤0.01%
1,353
493
$34.9K ﹤0.01%
4,440
494
$34.8K ﹤0.01%
343
-6
495
$34.8K ﹤0.01%
3,699
-47,311
496
$34.6K ﹤0.01%
500
497
$33.6K ﹤0.01%
371
-4
498
$33.5K ﹤0.01%
997
-3
499
$33.4K ﹤0.01%
135
500
$33.1K ﹤0.01%
287
18 19
20
21 22