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
601
$17K ﹤0.01%
+270
602
$17K ﹤0.01%
618
-617
603
$17K ﹤0.01%
+430
604
$17K ﹤0.01%
+1,393
605
$17K ﹤0.01%
+100
606
$16K ﹤0.01%
+900
607
$16K ﹤0.01%
+195
608
$16K ﹤0.01%
+975
609
$16K ﹤0.01%
+300
610
$16K ﹤0.01%
+175
611
$16K ﹤0.01%
+90
612
$16K ﹤0.01%
+250
613
$16K ﹤0.01%
+150
614
$16K ﹤0.01%
+400
615
$15K ﹤0.01%
+250
616
$15K ﹤0.01%
+433
617
$15K ﹤0.01%
+141
618
$15K ﹤0.01%
+250
619
$15K ﹤0.01%
+1,100
620
$15K ﹤0.01%
+2,555
621
$15K ﹤0.01%
+2,943
622
$15K ﹤0.01%
+900
623
$15K ﹤0.01%
+230
624
$15K ﹤0.01%
+254
625
$15K ﹤0.01%
+86
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