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
801
$3K ﹤0.01%
+146
802
$3K ﹤0.01%
+100
803
$3K ﹤0.01%
+118
804
$3K ﹤0.01%
+133
805
$3K ﹤0.01%
+287
806
$3K ﹤0.01%
+31
807
$2K ﹤0.01%
+16
808
$2K ﹤0.01%
+50
809
$2K ﹤0.01%
+50
810
$2K ﹤0.01%
+200
811
$2K ﹤0.01%
+14
812
$2K ﹤0.01%
+58
813
$2K ﹤0.01%
+3
814
$2K ﹤0.01%
+116
815
$2K ﹤0.01%
+100
816
$2K ﹤0.01%
+12
817
$2K ﹤0.01%
+27
818
$2K ﹤0.01%
+54
819
$2K ﹤0.01%
+22
820
$2K ﹤0.01%
+34
821
$2K ﹤0.01%
+13
822
$2K ﹤0.01%
+36
823
$2K ﹤0.01%
+197
824
$2K ﹤0.01%
+51
825
$2K ﹤0.01%
+10
31 32
33
34 35