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
826
$1.17K ﹤0.01%
+88
827
$1.14K ﹤0.01%
122
828
$1.06K ﹤0.01%
60
829
$1.01K ﹤0.01%
37
-219
830
$991 ﹤0.01%
18
831
$809 ﹤0.01%
82
832
$797 ﹤0.01%
+150
833
$676 ﹤0.01%
20
834
$655 ﹤0.01%
23
835
$561 ﹤0.01%
442
836
$491 ﹤0.01%
131
837
$443 ﹤0.01%
10
838
$370 ﹤0.01%
7
839
$367 ﹤0.01%
10
840
$344 ﹤0.01%
90
841
$327 ﹤0.01%
20
842
$172 ﹤0.01%
+5
843
$76 ﹤0.01%
3
844
$74 ﹤0.01%
27
845
$62 ﹤0.01%
3
846
$28 ﹤0.01%
1
847
$9 ﹤0.01%
1
-8,717
848
– –
-94
849
– –
-112
850
– –
-80
32 33
34
35 36