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
801
$2.69K ﹤0.01%
+17
802
$2.67K ﹤0.01%
70
803
$2.57K ﹤0.01%
18
+2
804
$2.5K ﹤0.01%
+105
805
$2.43K ﹤0.01%
+50
806
$2.36K ﹤0.01%
+50
807
$2.22K ﹤0.01%
+30
808
$2.22K ﹤0.01%
10
-10
809
$2.21K ﹤0.01%
+50
810
$2.19K ﹤0.01%
187
811
$2.17K ﹤0.01%
27
812
$2.13K ﹤0.01%
+30
813
$2.06K ﹤0.01%
442
814
$2.04K ﹤0.01%
35
815
$2.02K ﹤0.01%
479
816
$1.99K ﹤0.01%
98
817
$1.96K ﹤0.01%
100
818
$1.92K ﹤0.01%
85
819
$1.89K ﹤0.01%
+23
820
$1.87K ﹤0.01%
100
821
$1.82K ﹤0.01%
+270
822
$1.76K ﹤0.01%
47
823
$1.65K ﹤0.01%
18
-26
824
$1.63K ﹤0.01%
+3
825
$1.59K ﹤0.01%
+40
31 32
33
34 35