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
826
$1.59K ﹤0.01%
93
-4
827
$1.56K ﹤0.01%
+51
828
$1.52K ﹤0.01%
10
829
$1.48K ﹤0.01%
122
830
$1.43K ﹤0.01%
+20
831
$1.39K ﹤0.01%
260
832
$1.39K ﹤0.01%
+815
833
$1.32K ﹤0.01%
+94
834
$1.24K ﹤0.01%
75
835
$1.24K ﹤0.01%
150
836
$1.23K ﹤0.01%
+60
837
$1.16K ﹤0.01%
594
838
$1.07K ﹤0.01%
150
839
$998 ﹤0.01%
18
-18
840
$943 ﹤0.01%
+20
841
$923 ﹤0.01%
+3
842
$839 ﹤0.01%
100
843
$830 ﹤0.01%
+6
844
$813 ﹤0.01%
82
-115
845
$750 ﹤0.01%
300
846
$731 ﹤0.01%
16
-506
847
$701 ﹤0.01%
131
848
$680 ﹤0.01%
+6
849
$664 ﹤0.01%
103
850
$654 ﹤0.01%
+173
32 33
34
35 36