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
676
$8.26K ﹤0.01%
+62
677
$8.2K ﹤0.01%
107
678
$8.2K ﹤0.01%
107
679
$8.12K ﹤0.01%
40
+1
680
$8.11K ﹤0.01%
+1,100
681
$8.08K ﹤0.01%
358
682
$8.02K ﹤0.01%
210
683
$7.88K ﹤0.01%
200
684
$7.76K ﹤0.01%
200
685
$7.65K ﹤0.01%
200
686
$7.59K ﹤0.01%
133
687
$7.56K ﹤0.01%
215
688
$7.54K ﹤0.01%
73
+8
689
$7.48K ﹤0.01%
538
690
$7.34K ﹤0.01%
200
691
$7.3K ﹤0.01%
1,250
692
$7.25K ﹤0.01%
+145
693
$7.01K ﹤0.01%
80
694
$7K ﹤0.01%
250
695
$6.97K ﹤0.01%
52
696
$6.95K ﹤0.01%
52
697
$6.9K ﹤0.01%
78
+71
698
$6.9K ﹤0.01%
41
699
$6.88K ﹤0.01%
340
-42
700
$6.88K ﹤0.01%
65
26 27
28
29 30