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WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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
+$12.9M
3
+$6.48M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.14M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.24M

Top Sells

1
+$3.84M
2
+$2.79M
3
+$2.78M
4
USB icon
US Bancorp
USB
+$2.21M
5
AMZN icon
Amazon
AMZN
+$1.22M

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%
+67
827
$2K ﹤0.01%
+18
828
$2K ﹤0.01%
+14
829
$2K ﹤0.01%
+13
830
$2K ﹤0.01%
+34
831
$2K ﹤0.01%
+50
832
$2K ﹤0.01%
+25
833
$2K ﹤0.01%
+16
834
$2K ﹤0.01%
+50
835
$2K ﹤0.01%
+181
836
$2K ﹤0.01%
+37
837
$2K ﹤0.01%
+125
838
$2K ﹤0.01%
+482
839
$2K ﹤0.01%
+50
840
$2K ﹤0.01%
+200
841
$2K ﹤0.01%
+54
842
$1K ﹤0.01%
+26
843
$1K ﹤0.01%
+29
844
$1K ﹤0.01%
+42
845
$1K ﹤0.01%
+15
846
$1K ﹤0.01%
+51
847
$1K ﹤0.01%
+32
848
$1K ﹤0.01%
+27
849
$1K ﹤0.01%
+12
850
$1K ﹤0.01%
+55
32 33
34
35 36