WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
851
$1K ﹤0.01%
+25
852
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+17
853
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+29
854
$1K ﹤0.01%
+42
855
$1K ﹤0.01%
+15
856
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+51
857
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+27
858
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+12
859
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860
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+6
861
$1K ﹤0.01%
+3
862
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+16
863
$1K ﹤0.01%
+7
864
$1K ﹤0.01%
+54
865
$1K ﹤0.01%
+200
866
$1K ﹤0.01%
+28
867
$1K ﹤0.01%
+66
868
$1K ﹤0.01%
+20
869
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+57
870
$1K ﹤0.01%
+17
871
$1K ﹤0.01%
+29
872
$1K ﹤0.01%
+13
873
$1K ﹤0.01%
+22
874
$1K ﹤0.01%
+15
875
$1K ﹤0.01%
+132
33 34
35
36 37