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
576
$20K ﹤0.01%
+490
577
$20K ﹤0.01%
+1,174
578
$20K ﹤0.01%
+1,050
579
$20K ﹤0.01%
+250
580
$20K ﹤0.01%
+800
581
$20K ﹤0.01%
+600
582
$20K ﹤0.01%
+572
583
$20K ﹤0.01%
+765
584
$20K ﹤0.01%
+490
585
$20K ﹤0.01%
+1,151
586
$20K ﹤0.01%
+185
587
$19K ﹤0.01%
+1,100
588
$19K ﹤0.01%
+674
589
$19K ﹤0.01%
+848
590
$19K ﹤0.01%
+1,454
591
$18K ﹤0.01%
+225
592
$18K ﹤0.01%
+1,333
593
$18K ﹤0.01%
+537
594
$18K ﹤0.01%
+1,000
595
$18K ﹤0.01%
+700
596
$17K ﹤0.01%
+351
597
$17K ﹤0.01%
+320
598
$17K ﹤0.01%
+1,000
599
$17K ﹤0.01%
+471
600
$17K ﹤0.01%
+1,304
22 23
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