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
526
$28.5K ﹤0.01%
40
-300
527
$28K ﹤0.01%
265
528
$27.5K ﹤0.01%
455
-163,376
529
$27.5K ﹤0.01%
224
-190
530
$27.3K ﹤0.01%
183
-3
531
$27.2K ﹤0.01%
406
532
$26.6K ﹤0.01%
975
533
$26.4K ﹤0.01%
139
534
$26.2K ﹤0.01%
+2,250
535
$25.8K ﹤0.01%
195
-575
536
$25.8K ﹤0.01%
300
537
$25.8K ﹤0.01%
+1,550
538
$25.7K ﹤0.01%
90
539
$25.5K ﹤0.01%
303
540
$25.4K ﹤0.01%
100
541
$25.3K ﹤0.01%
5,000
542
$25.2K ﹤0.01%
248
+2
543
$25.1K ﹤0.01%
640
544
$24.8K ﹤0.01%
1,160
545
$24.6K ﹤0.01%
41
546
$24.5K ﹤0.01%
767
547
$24.4K ﹤0.01%
425
+200
548
$24.3K ﹤0.01%
1,200
549
$24.2K ﹤0.01%
819
550
$24.2K ﹤0.01%
500
20 21
22
23 24