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
726
$5.41K ﹤0.01%
73
-502
727
$5.37K ﹤0.01%
298
-240
728
$5.37K ﹤0.01%
12
+3
729
$5.3K ﹤0.01%
5
730
$5.26K ﹤0.01%
16
-1
731
$5.19K ﹤0.01%
101
732
$5.12K ﹤0.01%
107
733
$5.01K ﹤0.01%
37
-2
734
$5K ﹤0.01%
40
735
$4.92K ﹤0.01%
16
736
$4.91K ﹤0.01%
66
-4
737
$4.89K ﹤0.01%
670
738
$4.81K ﹤0.01%
105
-2
739
$4.77K ﹤0.01%
23
+2
740
$4.71K ﹤0.01%
450
-3,317
741
$4.7K ﹤0.01%
15
-2
742
$4.68K ﹤0.01%
47
-4
743
$4.67K ﹤0.01%
51
-2
744
$4.63K ﹤0.01%
74
-4
745
$4.61K ﹤0.01%
+37
746
$4.56K ﹤0.01%
26
+20
747
$4.49K ﹤0.01%
102
+21
748
$4.46K ﹤0.01%
+71
749
$4.38K ﹤0.01%
+49
750
$4.38K ﹤0.01%
40
28 29
30
31 32