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
551
$24.1K ﹤0.01%
300
-162
552
$24.1K ﹤0.01%
206
+200
553
$23.8K ﹤0.01%
1,200
-466
554
$23.3K ﹤0.01%
400
555
$23.1K ﹤0.01%
+100
556
$23.1K ﹤0.01%
439
+4
557
$23K ﹤0.01%
300
558
$23K ﹤0.01%
361
559
$22.9K ﹤0.01%
1,209
-1,062
560
$22.9K ﹤0.01%
248
561
$22.8K ﹤0.01%
490
562
$22.5K ﹤0.01%
+381
563
$22.3K ﹤0.01%
66
-6
564
$22.2K ﹤0.01%
120
565
$22.2K ﹤0.01%
210
566
$22.2K ﹤0.01%
75
567
$22K ﹤0.01%
290
568
$21.6K ﹤0.01%
140
-800
569
$21.4K ﹤0.01%
665
570
$21.4K ﹤0.01%
400
-197
571
$21.3K ﹤0.01%
260
572
$20.8K ﹤0.01%
750
573
$20.6K ﹤0.01%
650
574
$20.2K ﹤0.01%
400
575
$20K ﹤0.01%
150
21 22
23
24 25