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
551
$23K ﹤0.01%
+172
552
$23K ﹤0.01%
+2,400
553
$23K ﹤0.01%
+780
554
$23K ﹤0.01%
+750
555
$23K ﹤0.01%
+628
556
$23K ﹤0.01%
+300
557
$23K ﹤0.01%
+420
558
$23K ﹤0.01%
+245
559
$23K ﹤0.01%
+625
560
$23K ﹤0.01%
+1,440
561
$22K ﹤0.01%
+176
562
$22K ﹤0.01%
+129
563
$22K ﹤0.01%
+349
564
$22K ﹤0.01%
+968
565
$22K ﹤0.01%
+1,250
566
$22K ﹤0.01%
+155
567
$22K ﹤0.01%
+667
568
$21K ﹤0.01%
+1,000
569
$21K ﹤0.01%
+600
570
$21K ﹤0.01%
+900
571
$21K ﹤0.01%
+359
572
$21K ﹤0.01%
+3,000
573
$21K ﹤0.01%
+112
574
$20K ﹤0.01%
+297
575
$20K ﹤0.01%
+1,000
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