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
526
$25K ﹤0.01%
+800
527
$25K ﹤0.01%
+700
528
$25K ﹤0.01%
+101
529
$25K ﹤0.01%
+630
530
$25K ﹤0.01%
+250
531
$25K ﹤0.01%
+500
532
$25K ﹤0.01%
+900
533
$25K ﹤0.01%
+300
534
$25K ﹤0.01%
+225
535
$24K ﹤0.01%
+428
536
$24K ﹤0.01%
+750
537
$24K ﹤0.01%
+375
538
$24K ﹤0.01%
+268
539
$24K ﹤0.01%
+117
540
$24K ﹤0.01%
+825
541
$24K ﹤0.01%
+1,000
542
$24K ﹤0.01%
+500
543
$24K ﹤0.01%
+153
544
$24K ﹤0.01%
+925
545
$23K ﹤0.01%
+2,400
546
$23K ﹤0.01%
+750
547
$23K ﹤0.01%
+1,329
548
$23K ﹤0.01%
+150
549
$23K ﹤0.01%
+1,000
550
$23K ﹤0.01%
+255
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