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
776
$4K ﹤0.01%
+400
777
$4K ﹤0.01%
+342
778
$4K ﹤0.01%
+53
779
$4K ﹤0.01%
+201
780
$4K ﹤0.01%
+200
781
$4K ﹤0.01%
+634
782
$4K ﹤0.01%
+100
783
$4K ﹤0.01%
191
+151
784
$4K ﹤0.01%
+250
785
$4K ﹤0.01%
+25
786
$3K ﹤0.01%
+266
787
$3K ﹤0.01%
+4
788
$3K ﹤0.01%
+86
789
$3K ﹤0.01%
+100
790
$3K ﹤0.01%
+150
791
$3K ﹤0.01%
+52
792
$3K ﹤0.01%
+100
793
$3K ﹤0.01%
+126
794
$3K ﹤0.01%
+21
795
$3K ﹤0.01%
+40
796
$3K ﹤0.01%
+20
797
$3K ﹤0.01%
+8
798
$3K ﹤0.01%
+3
799
$3K ﹤0.01%
+50
800
$3K ﹤0.01%
+146
30 31
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