WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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 +$11.9M
2 +$6.84M
3 +$5.11M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.39M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.55M

Top Sells

1 +$26.1M
2 +$19.3M
3 +$10.8M
4
APTV icon
Aptiv
APTV
+$10M
5
AMGN icon
Amgen
AMGN
+$8.62M

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
776
$3.39K ﹤0.01%
98
-38
777
$3.34K ﹤0.01%
26
778
$3.25K ﹤0.01%
50
779
$3.08K ﹤0.01%
27
780
$3.07K ﹤0.01%
23
781
$3.04K ﹤0.01%
67
782
$3.01K ﹤0.01%
100
783
$2.92K ﹤0.01%
200
784
$2.92K ﹤0.01%
479
785
$2.91K ﹤0.01%
70
786
$2.89K ﹤0.01%
25
787
$2.83K ﹤0.01%
22
788
$2.75K ﹤0.01%
34
-1
789
$2.72K ﹤0.01%
+178
790
$2.66K ﹤0.01%
200
791
$2.65K ﹤0.01%
75
792
$2.61K ﹤0.01%
27
-2,367
793
$2.57K ﹤0.01%
50
794
$2.49K ﹤0.01%
100
795
$2.48K ﹤0.01%
10
796
$2.41K ﹤0.01%
50
797
$2.41K ﹤0.01%
88
-48
798
$2.34K ﹤0.01%
38
-1
799
$2.31K ﹤0.01%
100
800
$2.16K ﹤0.01%
2,618