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
$2.72B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$2.99M
3
+$2.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.04M
5
AES icon
AES
AES
+$1.73M

Top Sells

1
+$6.13M
2
+$3.44M
3
+$2.35M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.23M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M

Sector Composition

1 Technology 22.62%
2 Financials 10.11%
3 Healthcare 9.91%
4 Industrials 8.02%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$13.9K ﹤0.01%
500
627
$13.7K ﹤0.01%
289
-259
628
$13.7K ﹤0.01%
75
629
$13.4K ﹤0.01%
375
630
$13.2K ﹤0.01%
309
-151
631
$13.2K ﹤0.01%
1,243
632
$13K ﹤0.01%
133
633
$12.9K ﹤0.01%
3,597
634
$12.6K ﹤0.01%
+250
635
$12.6K ﹤0.01%
250
636
$12.4K ﹤0.01%
155
637
$12.4K ﹤0.01%
343
-817
638
$12.3K ﹤0.01%
+171
639
$12.2K ﹤0.01%
+200
640
$12.2K ﹤0.01%
5,000
641
$12.1K ﹤0.01%
1,381
-481
642
$12.1K ﹤0.01%
508
643
$11.9K ﹤0.01%
256
644
$11.9K ﹤0.01%
96
645
$11.8K ﹤0.01%
208
646
$11.7K ﹤0.01%
160
647
$11.7K ﹤0.01%
+510
648
$11.5K ﹤0.01%
564
649
$11.5K ﹤0.01%
+985
650
$11.4K ﹤0.01%
350
24 25
26
27 28