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
751
$4.46K ﹤0.01%
65
-23
752
$4.46K ﹤0.01%
17
753
$4.45K ﹤0.01%
49
754
$4.41K ﹤0.01%
29
755
$4.39K ﹤0.01%
+16
756
$4.37K ﹤0.01%
16
+5
757
$4.36K ﹤0.01%
+103
758
$4.32K ﹤0.01%
170
759
$4.19K ﹤0.01%
99
+59
760
$4.19K ﹤0.01%
1,630
761
$4.07K ﹤0.01%
80
+1
762
$4.01K ﹤0.01%
65
+23
763
$4K ﹤0.01%
26
764
$3.97K ﹤0.01%
20
765
$3.96K ﹤0.01%
500
766
$3.94K ﹤0.01%
27
-2
767
$3.9K ﹤0.01%
+51
768
$3.87K ﹤0.01%
158
-3
769
$3.85K ﹤0.01%
154
770
$3.82K ﹤0.01%
81
+14
771
$3.81K ﹤0.01%
118
+24
772
$3.79K ﹤0.01%
18
773
$3.75K ﹤0.01%
114
774
$3.71K ﹤0.01%
35
775
$3.69K ﹤0.01%
53
+16
29 30
31
32 33