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
$2.79B
AUM Growth
-$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.57M
3
+$4.59M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.38M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.51M

Top Sells

1
+$25.8M
2
+$19.3M
3
+$10.5M
4
APTV icon
Aptiv
APTV
+$9.88M
5
AMGN icon
Amgen
AMGN
+$7.57M

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
801
$2.15K ﹤0.01%
30
802
$2.14K ﹤0.01%
156
-13
803
$2.1K ﹤0.01%
815
804
$2.07K ﹤0.01%
17
805
$2.06K ﹤0.01%
30
806
$1.98K ﹤0.01%
100
-49
807
$1.96K ﹤0.01%
6
808
$1.92K ﹤0.01%
90
809
$1.85K ﹤0.01%
10
810
$1.84K ﹤0.01%
+44
811
$1.82K ﹤0.01%
274
812
$1.75K ﹤0.01%
35
813
$1.74K ﹤0.01%
+207
814
$1.7K ﹤0.01%
98
815
$1.62K ﹤0.01%
52
-26
816
$1.61K ﹤0.01%
260
817
$1.54K ﹤0.01%
507
-150
818
$1.51K ﹤0.01%
40
819
$1.49K ﹤0.01%
75
820
$1.45K ﹤0.01%
187
821
$1.44K ﹤0.01%
20
822
$1.43K ﹤0.01%
150
823
$1.38K ﹤0.01%
24
-21
824
$1.3K ﹤0.01%
100
825
$1.17K ﹤0.01%
170
31 32
33
34 35