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
51
$16.9M 0.62%
22,296
-440
52
$16.5M 0.6%
601,225
-855
53
$16.2M 0.59%
139,866
-1,585
54
$16.1M 0.59%
226,156
-4,452
55
$16M 0.59%
150,272
-527
56
$16M 0.58%
164,475
+492
57
$15.6M 0.57%
126,368
-2,664
58
$14.8M 0.54%
226,722
-3,639
59
$14.7M 0.54%
46,959
-1,406
60
$14.6M 0.53%
31,249
-700
61
$14.2M 0.52%
183,984
-44,242
62
$14.2M 0.52%
86,163
-1,684
63
$14M 0.51%
55,291
+581
64
$13.9M 0.51%
133,806
+2,007
65
$13.9M 0.51%
54,338
-1,264
66
$13.8M 0.5%
237,669
-14,579
67
$13.3M 0.48%
68,196
-1,159
68
$13M 0.48%
125,178
-2,261
69
$12.6M 0.46%
316,678
-4,459
70
$12.2M 0.45%
62,082
-1,844
71
$12.1M 0.44%
122,207
-738
72
$11.8M 0.43%
168,162
-2,884
73
$11.7M 0.43%
67,455
+66,449
74
$11.5M 0.42%
241,266
-3,360
75
$11.4M 0.42%
42,764
+4,167
1 2
3
4 5