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
576
$19.9K ﹤0.01%
375
577
$19.9K ﹤0.01%
200
578
$19.8K ﹤0.01%
151
-3
579
$19.6K ﹤0.01%
175
580
$19.5K ﹤0.01%
175
581
$19.5K ﹤0.01%
100
582
$19.3K ﹤0.01%
75
583
$19.2K ﹤0.01%
18
584
$19K ﹤0.01%
15
585
$19K ﹤0.01%
+1,416
586
$18.9K ﹤0.01%
200
587
$18.8K ﹤0.01%
744
588
$18.8K ﹤0.01%
800
589
$18.8K ﹤0.01%
82
+17
590
$18.6K ﹤0.01%
+1,798
591
$18.5K ﹤0.01%
400
592
$18.3K ﹤0.01%
1,000
593
$18.2K ﹤0.01%
700
594
$18.1K ﹤0.01%
400
595
$18.1K ﹤0.01%
+191
596
$18K ﹤0.01%
47
597
$17.8K ﹤0.01%
1,192
598
$17.7K ﹤0.01%
95
599
$17.6K ﹤0.01%
235
600
$17.4K ﹤0.01%
1,000