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
801
$2.52K ﹤0.01%
230
+30
802
$2.5K ﹤0.01%
16
+6
803
$2.49K ﹤0.01%
27
804
$2.24K ﹤0.01%
100
805
$2.19K ﹤0.01%
108
806
$2.13K ﹤0.01%
35
807
$1.97K ﹤0.01%
+10
808
$1.95K ﹤0.01%
170
809
$1.94K ﹤0.01%
+85
810
$1.91K ﹤0.01%
197
811
$1.84K ﹤0.01%
+36
812
$1.82K ﹤0.01%
7
813
$1.82K ﹤0.01%
97
-2
814
$1.82K ﹤0.01%
+13
815
$1.73K ﹤0.01%
47
-3
816
$1.67K ﹤0.01%
98
817
$1.65K ﹤0.01%
10
818
$1.63K ﹤0.01%
100
819
$1.3K ﹤0.01%
75
820
$1.29K ﹤0.01%
260
821
$1.28K ﹤0.01%
150
822
$1.27K ﹤0.01%
150
823
$1.16K ﹤0.01%
100
824
$1.11K ﹤0.01%
594
825
$960 ﹤0.01%
300
-365
31 32
33
34 35