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
651
$12K ﹤0.01%
+175
652
$12K ﹤0.01%
+225
653
$12K ﹤0.01%
+1,000
654
$12K ﹤0.01%
+100
655
$12K ﹤0.01%
+275
656
$12K ﹤0.01%
+700
657
$11K ﹤0.01%
+1,098
658
$11K ﹤0.01%
+140
659
$11K ﹤0.01%
+160
660
$11K ﹤0.01%
+240
661
$11K ﹤0.01%
+100
662
$11K ﹤0.01%
+135
663
$11K ﹤0.01%
+100
664
$11K ﹤0.01%
+100
665
$11K ﹤0.01%
+95
666
$11K ﹤0.01%
298
+104
667
$11K ﹤0.01%
+233
668
$11K ﹤0.01%
+500
669
$10K ﹤0.01%
+1,495
670
$10K ﹤0.01%
+167
671
$10K ﹤0.01%
+123
672
$10K ﹤0.01%
+120
673
$10K ﹤0.01%
+1,800
674
$10K ﹤0.01%
+200
675
$10K ﹤0.01%
+239
25 26
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