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
851
$1K ﹤0.01%
+12
852
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+55
853
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+41
854
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+6
855
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856
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857
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+7
858
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859
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+200
860
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+28
861
$1K ﹤0.01%
+66
862
$1K ﹤0.01%
+20
863
$1K ﹤0.01%
+57
864
$1K ﹤0.01%
+17
865
$1K ﹤0.01%
+29
866
$1K ﹤0.01%
+13
867
$1K ﹤0.01%
+22
868
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869
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+132
870
$1K ﹤0.01%
+24
871
$1K ﹤0.01%
+53
872
$1K ﹤0.01%
+19
873
$1K ﹤0.01%
+49
874
$1K ﹤0.01%
+40
875
$1K ﹤0.01%
+43
33 34
35
36 37