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
51
$16.2M 0.58%
167,049
-107
52
$16M 0.57%
306,582
-5,496
53
$15.9M 0.57%
122,678
+1,159
54
$15.8M 0.57%
261,417
-293
55
$15.2M 0.55%
146,196
+5,975
56
$15.2M 0.55%
34,229
+1,787
57
$15.1M 0.54%
31,103
+156
58
$14.9M 0.53%
19,292
-167
59
$14.9M 0.53%
131,455
-597
60
$14.8M 0.53%
193,521
-9,879
61
$14.4M 0.52%
52,227
-838
62
$14.2M 0.51%
49,102
+3,514
63
$13.9M 0.5%
83,168
-1,980
64
$13.7M 0.49%
122,873
-968
65
$13.6M 0.49%
227,542
+107
66
$13.6M 0.49%
229,050
-6,555
67
$13.5M 0.49%
59,880
-1,330
68
$13.5M 0.48%
19,488
+338
69
$13.4M 0.48%
214,485
+24,206
70
$13.1M 0.47%
299,075
-4,489
71
$12.4M 0.45%
+98,991
72
$12.2M 0.44%
66,327
-1,404
73
$11.8M 0.42%
72,580
+115
74
$11.6M 0.42%
59,426
+931
75
$11M 0.4%
38,027
-234
1 2
3
4 5