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
626
$14K ﹤0.01%
+58
627
$14K ﹤0.01%
+316
628
$14K ﹤0.01%
+296
629
$14K ﹤0.01%
+496
630
$14K ﹤0.01%
+350
631
$14K ﹤0.01%
+300
632
$14K ﹤0.01%
+250
633
$14K ﹤0.01%
+283
634
$14K ﹤0.01%
+1,111
635
$13K ﹤0.01%
+45
636
$13K ﹤0.01%
+100
637
$13K ﹤0.01%
+421
638
$13K ﹤0.01%
+416
639
$13K ﹤0.01%
+2,000
640
$13K ﹤0.01%
+1,139
641
$13K ﹤0.01%
+268
642
$13K ﹤0.01%
+300
643
$13K ﹤0.01%
+100
644
$13K ﹤0.01%
+150
645
$13K ﹤0.01%
+1,700
646
$13K ﹤0.01%
+101
647
$13K ﹤0.01%
+175
648
$12K ﹤0.01%
+219
649
$12K ﹤0.01%
+175
650
$12K ﹤0.01%
+330
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