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
$2.72B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$2.99M
3
+$2.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.04M
5
AES icon
AES
AES
+$1.73M

Top Sells

1
+$6.13M
2
+$3.44M
3
+$2.35M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.23M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M

Sector Composition

1 Technology 22.62%
2 Financials 10.11%
3 Healthcare 9.91%
4 Industrials 8.02%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$3.44K ﹤0.01%
13
777
$3.43K ﹤0.01%
161
-3
778
$3.37K ﹤0.01%
18
779
$3.36K ﹤0.01%
36
780
$3.28K ﹤0.01%
442
781
$3.25K ﹤0.01%
94
-2
782
$3.19K ﹤0.01%
70
783
$3.19K ﹤0.01%
+150
784
$3.19K ﹤0.01%
34
-1
785
$3.08K ﹤0.01%
+72
786
$3.02K ﹤0.01%
78
787
$3K ﹤0.01%
26
-465
788
$2.97K ﹤0.01%
37
-1
789
$2.96K ﹤0.01%
136
+26
790
$2.94K ﹤0.01%
40
-2
791
$2.91K ﹤0.01%
479
792
$2.81K ﹤0.01%
116
-1
793
$2.78K ﹤0.01%
58
794
$2.75K ﹤0.01%
+100
795
$2.75K ﹤0.01%
70
796
$2.73K ﹤0.01%
63
+1
797
$2.71K ﹤0.01%
42
+1
798
$2.68K ﹤0.01%
147
-5
799
$2.66K ﹤0.01%
105
800
$2.65K ﹤0.01%
122
30 31
32
33 34