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
$1.87B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$12.4M
3
+$6.37M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.15M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.25M

Top Sells

1
+$3.7M
2
+$2.87M
3
+$2.85M
4
USB icon
US Bancorp
USB
+$2.18M
5
AMZN icon
Amazon
AMZN
+$1.3M

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
501
$30K ﹤0.01%
+323
502
$29K ﹤0.01%
+585
503
$29K ﹤0.01%
+1,050
504
$29K ﹤0.01%
+55
505
$29K ﹤0.01%
+245
506
$28K ﹤0.01%
+1,264
507
$28K ﹤0.01%
+1,934
508
$28K ﹤0.01%
+1,928
509
$28K ﹤0.01%
+1,000
510
$28K ﹤0.01%
+4,000
511
$28K ﹤0.01%
+249
512
$28K ﹤0.01%
+185
513
$28K ﹤0.01%
+635
514
$28K ﹤0.01%
+434
515
$28K ﹤0.01%
+500
516
$27K ﹤0.01%
+3,200
517
$27K ﹤0.01%
+1,532
518
$27K ﹤0.01%
+227
519
$27K ﹤0.01%
+615
520
$27K ﹤0.01%
+354
521
$26K ﹤0.01%
+275
522
$25K ﹤0.01%
+800
523
$25K ﹤0.01%
+700
524
$25K ﹤0.01%
+20
525
$25K ﹤0.01%
+101
19 20
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