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
601
$17.4K ﹤0.01%
70
602
$17.3K ﹤0.01%
+335
603
$17.3K ﹤0.01%
92
604
$17.2K ﹤0.01%
200
605
$17.1K ﹤0.01%
985
606
$17K ﹤0.01%
3,320
607
$17K ﹤0.01%
+1,821
608
$17K ﹤0.01%
+200
609
$16.8K ﹤0.01%
65
+11
610
$16.7K ﹤0.01%
167
-96
611
$16.7K ﹤0.01%
297
+136
612
$16.6K ﹤0.01%
269
613
$16.2K ﹤0.01%
435
614
$16.1K ﹤0.01%
200
615
$16K ﹤0.01%
130
616
$16K ﹤0.01%
185
+2
617
$15.7K ﹤0.01%
120
618
$15.7K ﹤0.01%
1,240
619
$15.6K ﹤0.01%
289
620
$15.6K ﹤0.01%
400
621
$15.5K ﹤0.01%
37
622
$15.1K ﹤0.01%
73
-9
623
$15K ﹤0.01%
300
-12,000
624
$15K ﹤0.01%
52
625
$15K ﹤0.01%
171
23 24
25
26 27