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
$2.53B
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.1M
3
+$8.04M
4
AMZN icon
Amazon
AMZN
+$3.25M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.46M

Top Sells

1
+$22.9M
2
+$11.6M
3
+$9.21M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.94M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.85M

Sector Composition

1 Technology 22.59%
2 Financials 13.62%
3 Healthcare 10.67%
4 Consumer Discretionary 8.17%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.6M 0.66%
62,227
+6,438
52
$16.6M 0.66%
292,549
+3,040
53
$16.6M 0.66%
130,737
+3,731
54
$16.1M 0.64%
196,990
+6,257
55
$16.1M 0.64%
323,871
+27,186
56
$15.8M 0.63%
261,001
+8,547
57
$15.8M 0.62%
227,163
+20,491
58
$15.4M 0.61%
244,819
+13,780
59
$15.3M 0.61%
100,309
+12,742
60
$15.2M 0.6%
32,222
+2,092
61
$15.2M 0.6%
33,379
+3,740
62
$15.1M 0.6%
110,215
+5,722
63
$15M 0.59%
126,399
+8,850
64
$14.9M 0.59%
267,927
+16,963
65
$14.8M 0.59%
69,687
+6,647
66
$14.2M 0.56%
124,235
+6,844
67
$14.2M 0.56%
21,191
+21,137
68
$14.1M 0.56%
92,449
+2,412
69
$14.1M 0.56%
146,177
+6,845
70
$14M 0.55%
38,129
+1,947
71
$13.7M 0.54%
74,431
+2,665
72
$13.1M 0.52%
29,706
+2,035
73
$12.8M 0.51%
115,540
+10,853
74
$12.7M 0.5%
59,508
+2,925
75
$12.7M 0.5%
52,485
+2,917
1 2
3
4 5