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
701
$6.83K ﹤0.01%
39
702
$6.79K ﹤0.01%
26
703
$6.79K ﹤0.01%
83
704
$6.76K ﹤0.01%
750
705
$6.61K ﹤0.01%
8
-3
706
$6.57K ﹤0.01%
4
707
$6.53K ﹤0.01%
16
+2
708
$6.43K ﹤0.01%
73
709
$6.34K ﹤0.01%
+242
710
$6.26K ﹤0.01%
85
+2
711
$6.24K ﹤0.01%
+68
712
$6.24K ﹤0.01%
274
713
$6.22K ﹤0.01%
770
+600
714
$6.11K ﹤0.01%
49
715
$6.1K ﹤0.01%
75
716
$6.03K ﹤0.01%
63
-5
717
$6K ﹤0.01%
47
-1
718
$5.95K ﹤0.01%
112
719
$5.93K ﹤0.01%
48
720
$5.93K ﹤0.01%
2
721
$5.82K ﹤0.01%
15
722
$5.78K ﹤0.01%
318
+93
723
$5.78K ﹤0.01%
+340
724
$5.76K ﹤0.01%
101
725
$5.71K ﹤0.01%
347
27 28
29
30 31