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
51
$12.7M 0.68%
91,661
+560
52
$12.5M 0.67%
76,058
+9,587
53
$12.3M 0.66%
91,226
+1,453
54
$12.2M 0.65%
267,204
-10,370
55
$12.1M 0.65%
352,066
+36,372
56
$11.4M 0.61%
119,087
-127
57
$11.1M 0.59%
111,167
-515
58
$11M 0.59%
231,548
+47,676
59
$10.8M 0.58%
272,481
-11,773
60
$10.4M 0.56%
205,434
-1,122
61
$10.3M 0.55%
98,312
+1,232
62
$10.1M 0.54%
235,225
+11,400
63
$9.89M 0.53%
124,562
-3,272
64
$9.72M 0.52%
52,676
+175
65
$9.49M 0.51%
89,515
+1,239
66
$9.48M 0.51%
22,046
+135
67
$9.46M 0.51%
65,601
+620
68
$9.41M 0.5%
83,380
+79
69
$9.33M 0.5%
81,069
-1,219
70
$9.27M 0.5%
108,230
+11,233
71
$9.15M 0.49%
187,270
-1,147
72
$9.11M 0.49%
84,167
-4,236
73
$9.08M 0.49%
71,481
+10,737
74
$8.28M 0.44%
39,613
+482
75
$8.26M 0.44%
66,354
+6,555
1 2
3
4 5