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
$2.72B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$2.99M
3
+$2.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.04M
5
AES icon
AES
AES
+$1.73M

Top Sells

1
+$6.13M
2
+$3.44M
3
+$2.35M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.23M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M

Sector Composition

1 Technology 22.62%
2 Financials 10.11%
3 Healthcare 9.91%
4 Industrials 8.02%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.5M 0.64%
4,824
+23
52
$17.2M 0.63%
83,641
-825
53
$17M 0.62%
129,032
+1,073
54
$16.9M 0.62%
327,739
+5,660
55
$16.9M 0.62%
252,248
-779
56
$16.8M 0.62%
33,275
+159
57
$16.7M 0.61%
150,799
+1,803
58
$16.2M 0.59%
602,080
-11,121
59
$16.1M 0.59%
230,361
-204
60
$16.1M 0.59%
163,983
+2,195
61
$15.2M 0.56%
19,482
+590
62
$15.1M 0.55%
347,579
-1,619
63
$15M 0.55%
122,945
+24,427
64
$14.5M 0.53%
31,949
-192
65
$14.5M 0.53%
127,439
-851
66
$14.4M 0.53%
55,602
-416
67
$14.3M 0.52%
87,847
+867
68
$14.2M 0.52%
54,710
+3,508
69
$13.8M 0.51%
126,789
-977
70
$13.8M 0.51%
48,365
+91
71
$13.7M 0.5%
131,799
-1,821
72
$13.7M 0.5%
69,355
-2
73
$13.6M 0.5%
171,046
+583
74
$13.1M 0.48%
63,926
-705
75
$13M 0.48%
122,931
-456
1 2
3
4 5