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
501
$33K ﹤0.01%
1,500
502
$32.9K ﹤0.01%
175
503
$32.8K ﹤0.01%
1,416
504
$32.5K ﹤0.01%
3,758
505
$32K ﹤0.01%
420
506
$31.7K ﹤0.01%
521
507
$31.3K ﹤0.01%
786
+586
508
$31.1K ﹤0.01%
141
509
$31K ﹤0.01%
404
+54
510
$31K ﹤0.01%
183
511
$30.7K ﹤0.01%
4,116
512
$30.7K ﹤0.01%
1,286
-13
513
$30.5K ﹤0.01%
775
514
$30.4K ﹤0.01%
250
515
$30.4K ﹤0.01%
184
516
$30.3K ﹤0.01%
+3,070
517
$30.1K ﹤0.01%
+907
518
$30.1K ﹤0.01%
450
519
$29.9K ﹤0.01%
300
520
$29.7K ﹤0.01%
380
-350
521
$29.7K ﹤0.01%
1,254
+846
522
$29.4K ﹤0.01%
412
523
$29.3K ﹤0.01%
2,050
524
$29.1K ﹤0.01%
875
525
$28.9K ﹤0.01%
278
19 20
21
22 23