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
701
$6.96K ﹤0.01%
15
-1
702
$6.87K ﹤0.01%
65
703
$6.84K ﹤0.01%
161
704
$6.8K ﹤0.01%
250
705
$6.8K ﹤0.01%
16
706
$6.65K ﹤0.01%
629
+153
707
$6.64K ﹤0.01%
67
708
$6.6K ﹤0.01%
22
-180
709
$6.54K ﹤0.01%
39
-2
710
$6.49K ﹤0.01%
133
711
$6.42K ﹤0.01%
100
712
$6.4K ﹤0.01%
2
713
$6.34K ﹤0.01%
250
714
$6.27K ﹤0.01%
53
-48
715
$6.24K ﹤0.01%
347
716
$6.24K ﹤0.01%
84
+21
717
$6.21K ﹤0.01%
240
718
$6.13K ﹤0.01%
71
-4
719
$6.08K ﹤0.01%
79
720
$6.05K ﹤0.01%
358
721
$6.04K ﹤0.01%
102
722
$6K ﹤0.01%
75
723
$5.78K ﹤0.01%
183
-11
724
$5.77K ﹤0.01%
87
-4
725
$5.64K ﹤0.01%
83
-3
27 28
29
30 31