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
726
$5.69K ﹤0.01%
240
-576
727
$5.35K ﹤0.01%
+110
728
$5.34K ﹤0.01%
104
+41
729
$5.33K ﹤0.01%
212
730
$5.26K ﹤0.01%
88
-2
731
$5.21K ﹤0.01%
107
732
$5.15K ﹤0.01%
23
-2
733
$5.12K ﹤0.01%
83
734
$5.1K ﹤0.01%
40
735
$5.07K ﹤0.01%
100
736
$5.07K ﹤0.01%
+101
737
$5.02K ﹤0.01%
76
738
$4.92K ﹤0.01%
670
739
$4.92K ﹤0.01%
250
740
$4.84K ﹤0.01%
244
741
$4.72K ﹤0.01%
6
742
$4.71K ﹤0.01%
+15
743
$4.71K ﹤0.01%
178
+25
744
$4.67K ﹤0.01%
628
-753
745
$4.66K ﹤0.01%
77
-23
746
$4.66K ﹤0.01%
51
747
$4.62K ﹤0.01%
120
748
$4.59K ﹤0.01%
38
749
$4.59K ﹤0.01%
73
-1
750
$4.5K ﹤0.01%
42
-58
28 29
30
31 32