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
626
$14.9K ﹤0.01%
+91
627
$14.7K ﹤0.01%
105
-2
628
$14.7K ﹤0.01%
35
629
$14.6K ﹤0.01%
1,000
630
$14.5K ﹤0.01%
500
631
$14.1K ﹤0.01%
140
632
$14.1K ﹤0.01%
160
633
$13.9K ﹤0.01%
500
634
$13.9K ﹤0.01%
163
+16
635
$13.7K ﹤0.01%
225
636
$13.6K ﹤0.01%
+208
637
$13.5K ﹤0.01%
75
638
$13.4K ﹤0.01%
+368
639
$13.3K ﹤0.01%
322
-35
640
$13.2K ﹤0.01%
145
-1
641
$13.2K ﹤0.01%
79
642
$13.1K ﹤0.01%
74
-3
643
$12.8K ﹤0.01%
564
644
$12.5K ﹤0.01%
18
+13
645
$12.5K ﹤0.01%
150
646
$12.5K ﹤0.01%
60
-310
647
$12.2K ﹤0.01%
+600
648
$12.2K ﹤0.01%
508
649
$11.9K ﹤0.01%
250
650
$11.8K ﹤0.01%
155
24 25
26
27 28