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
676
$10K ﹤0.01%
400
677
$10K ﹤0.01%
+250
678
$10K ﹤0.01%
+150
679
$10K ﹤0.01%
+311
680
$10K ﹤0.01%
+500
681
$10K ﹤0.01%
+1,000
682
$10K ﹤0.01%
+236
683
$9K ﹤0.01%
+400
684
$9K ﹤0.01%
+232
685
$9K ﹤0.01%
+300
686
$9K ﹤0.01%
+160
687
$9K ﹤0.01%
+100
688
$9K ﹤0.01%
+140
689
$9K ﹤0.01%
26
+11
690
$9K ﹤0.01%
+200
691
$8K ﹤0.01%
+450
692
$8K ﹤0.01%
+85
693
$8K ﹤0.01%
+27
694
$8K ﹤0.01%
+100
695
$8K ﹤0.01%
+290
696
$8K ﹤0.01%
+425
697
$8K ﹤0.01%
+125
698
$8K ﹤0.01%
+152
699
$8K ﹤0.01%
+966
700
$8K ﹤0.01%
+325
26 27
28
29 30