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
826
$2K ﹤0.01%
+41
827
$2K ﹤0.01%
+13
828
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+125
829
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+100
830
$2K ﹤0.01%
+41
831
$2K ﹤0.01%
+67
832
$2K ﹤0.01%
+18
833
$2K ﹤0.01%
+14
834
$2K ﹤0.01%
+13
835
$2K ﹤0.01%
+34
836
$2K ﹤0.01%
+50
837
$2K ﹤0.01%
+25
838
$2K ﹤0.01%
+181
839
$2K ﹤0.01%
+37
840
$2K ﹤0.01%
+125
841
$2K ﹤0.01%
+482
842
$1K ﹤0.01%
+49
843
$1K ﹤0.01%
+40
844
$1K ﹤0.01%
+43
845
$1K ﹤0.01%
+100
846
$1K ﹤0.01%
+87
847
$1K ﹤0.01%
+18
848
$1K ﹤0.01%
+11
849
$1K ﹤0.01%
+25
850
$1K ﹤0.01%
+67
32 33
34
35 36