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
676
$8.98K ﹤0.01%
100
677
$8.79K ﹤0.01%
353
-9
678
$8.75K ﹤0.01%
+51
679
$8.56K ﹤0.01%
295
680
$8.35K ﹤0.01%
48
-7
681
$8.33K ﹤0.01%
42
-1
682
$8.28K ﹤0.01%
251
-239
683
$8.2K ﹤0.01%
53
-2
684
$8.08K ﹤0.01%
76
685
$8.05K ﹤0.01%
+700
686
$7.88K ﹤0.01%
37
-5
687
$7.85K ﹤0.01%
200
688
$7.75K ﹤0.01%
15
+12
689
$7.73K ﹤0.01%
50
-2
690
$7.66K ﹤0.01%
+23
691
$7.66K ﹤0.01%
210
692
$7.59K ﹤0.01%
48
-2
693
$7.59K ﹤0.01%
73
694
$7.58K ﹤0.01%
200
695
$7.42K ﹤0.01%
+14
696
$7.3K ﹤0.01%
86
-2
697
$7.29K ﹤0.01%
107
698
$7.18K ﹤0.01%
25
-2
699
$7.08K ﹤0.01%
1,500
700
$6.97K ﹤0.01%
250
26 27
28
29 30