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
826
$889 ﹤0.01%
+103
827
$823 ﹤0.01%
+131
828
$819 ﹤0.01%
51
829
$753 ﹤0.01%
305
830
$679 ﹤0.01%
10
831
$658 ﹤0.01%
23
832
$628 ﹤0.01%
7
833
$482 ﹤0.01%
4
834
$481 ﹤0.01%
7
835
$461 ﹤0.01%
90
836
$310 ﹤0.01%
+13
837
$245 ﹤0.01%
20
838
$164 ﹤0.01%
10
839
$125 ﹤0.01%
5
-10
840
$112 ﹤0.01%
+2
841
$71 ﹤0.01%
3
842
$40 ﹤0.01%
3
-99
843
$11 ﹤0.01%
1
-299
844
– –
-116
845
– –
-66
846
– –
-175
847
– –
-28
848
– –
-30
849
– –
-50
850
– –
-300
32 33
34
35 36