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
776
$3.63K ﹤0.01%
13
777
$3.58K ﹤0.01%
136
778
$3.52K ﹤0.01%
49
-1
779
$3.35K ﹤0.01%
100
780
$3.33K ﹤0.01%
48
-18
781
$3.3K ﹤0.01%
+207
782
$3.22K ﹤0.01%
41
-221
783
$3.19K ﹤0.01%
478
784
$3.14K ﹤0.01%
+2,618
785
$3.13K ﹤0.01%
30
+3
786
$3.12K ﹤0.01%
75
787
$3.11K ﹤0.01%
90
+12
788
$3.1K ﹤0.01%
+40
789
$3.1K ﹤0.01%
29
-7
790
$3.09K ﹤0.01%
26
791
$3.09K ﹤0.01%
230
792
$2.98K ﹤0.01%
45
793
$2.95K ﹤0.01%
+5
794
$2.94K ﹤0.01%
200
795
$2.92K ﹤0.01%
117
+1
796
$2.89K ﹤0.01%
34
797
$2.89K ﹤0.01%
25
-9
798
$2.88K ﹤0.01%
149
+2
799
$2.81K ﹤0.01%
58
800
$2.77K ﹤0.01%
100
30 31
32
33 34