WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$12.9M
3
+$6.48M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.14M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.24M

Top Sells

1
+$3.84M
2
+$2.79M
3
+$2.78M
4
USB icon
US Bancorp
USB
+$2.21M
5
AMZN icon
Amazon
AMZN
+$1.22M

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%
+300
627
$14K ﹤0.01%
+58
628
$14K ﹤0.01%
+316
629
$14K ﹤0.01%
+296
630
$14K ﹤0.01%
+496
631
$14K ﹤0.01%
+250
632
$14K ﹤0.01%
+283
633
$14K ﹤0.01%
+1,111
634
$14K ﹤0.01%
+350
635
$13K ﹤0.01%
+268
636
$13K ﹤0.01%
+2,000
637
$13K ﹤0.01%
+45
638
$13K ﹤0.01%
+100
639
$13K ﹤0.01%
+421
640
$13K ﹤0.01%
+416
641
$13K ﹤0.01%
+1,139
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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