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
651
$11.7K ﹤0.01%
256
652
$11.7K ﹤0.01%
81
-3
653
$11.5K ﹤0.01%
225
654
$10.9K ﹤0.01%
57
-1
655
$10.7K ﹤0.01%
+50
656
$10.7K ﹤0.01%
133
657
$10.5K ﹤0.01%
80
+70
658
$10.3K ﹤0.01%
+600
659
$10.3K ﹤0.01%
202
-198
660
$10.1K ﹤0.01%
175
661
$10.1K ﹤0.01%
17
+8
662
$10.1K ﹤0.01%
80
663
$10K ﹤0.01%
1,243
664
$9.94K ﹤0.01%
900
665
$9.86K ﹤0.01%
42
-1
666
$9.82K ﹤0.01%
94
-32
667
$9.79K ﹤0.01%
+3,600
668
$9.78K ﹤0.01%
150
669
$9.68K ﹤0.01%
3,597
670
$9.63K ﹤0.01%
195
671
$9.53K ﹤0.01%
+75
672
$9.35K ﹤0.01%
228
+13
673
$9.13K ﹤0.01%
106
674
$9.08K ﹤0.01%
160
675
$9.04K ﹤0.01%
43
-457
25 26
27
28 29