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
751
$4.3K ﹤0.01%
170
752
$4.3K ﹤0.01%
38
-1
753
$4.24K ﹤0.01%
70
+22
754
$4.19K ﹤0.01%
+47
755
$4.19K ﹤0.01%
110
756
$4.08K ﹤0.01%
100
757
$4.06K ﹤0.01%
120
758
$4.04K ﹤0.01%
64
-3
759
$3.99K ﹤0.01%
82
-2
760
$3.98K ﹤0.01%
+19
761
$3.96K ﹤0.01%
400
-1,633
762
$3.96K ﹤0.01%
478
763
$3.95K ﹤0.01%
96
-2
764
$3.88K ﹤0.01%
18
765
$3.84K ﹤0.01%
50
-2
766
$3.81K ﹤0.01%
120
-4
767
$3.71K ﹤0.01%
+224
768
$3.69K ﹤0.01%
27
+1
769
$3.69K ﹤0.01%
36
-1
770
$3.66K ﹤0.01%
53
-3
771
$3.64K ﹤0.01%
134
-108
772
$3.63K ﹤0.01%
117
-6
773
$3.61K ﹤0.01%
23
774
$3.58K ﹤0.01%
210
+5
775
$3.48K ﹤0.01%
20
-3
29 30
31
32 33