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
$2.73B
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$2.71M
3 +$2.29M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.21M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.11M

Top Sells

1 +$13M
2 +$4.82M
3 +$3.42M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.35M
5
AAPL icon
Apple
AAPL
+$3.24M

Sector Composition

1 Technology 24.56%
2 Financials 9.6%
3 Healthcare 9.16%
4 Industrials 7.95%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$14K ﹤0.01%
47
+2
627
$14K ﹤0.01%
+1,700
628
$13.9K ﹤0.01%
75
629
$13.6K ﹤0.01%
357
630
$13.5K ﹤0.01%
+270
631
$13.4K ﹤0.01%
289
632
$13.4K ﹤0.01%
150
+79
633
$13.4K ﹤0.01%
150
634
$13.3K ﹤0.01%
+500
635
$13.1K ﹤0.01%
3,597
636
$13K ﹤0.01%
171
637
$12.8K ﹤0.01%
160
638
$12.8K ﹤0.01%
225
-29
639
$12.7K ﹤0.01%
126
640
$12.7K ﹤0.01%
250
641
$12.3K ﹤0.01%
195
+30
642
$12.2K ﹤0.01%
155
643
$12.1K ﹤0.01%
508
644
$12K ﹤0.01%
900
645
$11.9K ﹤0.01%
80
646
$11.8K ﹤0.01%
564
647
$11.7K ﹤0.01%
256
648
$11.5K ﹤0.01%
343
649
$11.3K ﹤0.01%
1,000
650
$11.2K ﹤0.01%
+3,320