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
$1.87B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$12.4M
3
+$6.37M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.15M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.25M

Top Sells

1
+$3.7M
2
+$2.87M
3
+$2.85M
4
USB icon
US Bancorp
USB
+$2.18M
5
AMZN icon
Amazon
AMZN
+$1.3M

Sector Composition

1 Financials 19.11%
2 Technology 11.75%
3 Consumer Discretionary 10.62%
4 Healthcare 9.91%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$5K ﹤0.01%
+260
752
$5K ﹤0.01%
+117
753
$5K ﹤0.01%
+87
754
$5K ﹤0.01%
+111
755
$5K ﹤0.01%
+123
756
$5K ﹤0.01%
+65
757
$5K ﹤0.01%
+195
758
$5K ﹤0.01%
+109
759
$5K ﹤0.01%
+119
760
$4K ﹤0.01%
+107
761
$4K ﹤0.01%
+61
762
$4K ﹤0.01%
+25
763
$4K ﹤0.01%
+480
764
$4K ﹤0.01%
+62
765
$4K ﹤0.01%
+50
766
$4K ﹤0.01%
+39
767
$4K ﹤0.01%
+133
768
$4K ﹤0.01%
+157
769
$4K ﹤0.01%
+100
770
$4K ﹤0.01%
+160
771
$4K ﹤0.01%
+100
772
$4K ﹤0.01%
+100
773
$4K ﹤0.01%
+153
774
$4K ﹤0.01%
+75
775
$4K ﹤0.01%
+273
29 30
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