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
526
$25K ﹤0.01%
+630
527
$25K ﹤0.01%
+225
528
$25K ﹤0.01%
+250
529
$25K ﹤0.01%
+500
530
$25K ﹤0.01%
+900
531
$25K ﹤0.01%
+300
532
$25K ﹤0.01%
+20
533
$25K ﹤0.01%
+290
534
$25K ﹤0.01%
+158
535
$24K ﹤0.01%
+428
536
$24K ﹤0.01%
+268
537
$24K ﹤0.01%
+117
538
$24K ﹤0.01%
+825
539
$24K ﹤0.01%
+1,000
540
$24K ﹤0.01%
+500
541
$24K ﹤0.01%
+750
542
$24K ﹤0.01%
+375
543
$24K ﹤0.01%
+153
544
$24K ﹤0.01%
+925
545
$23K ﹤0.01%
+1,329
546
$23K ﹤0.01%
+150
547
$23K ﹤0.01%
+1,000
548
$23K ﹤0.01%
+255
549
$23K ﹤0.01%
+600
550
$23K ﹤0.01%
+675
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