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
$1.87B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$12.4M
3
+$6.37M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.15M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.25M

Top Sells

1
+$3.7M
2
+$2.87M
3
+$2.85M
4
USB icon
US Bancorp
USB
+$2.18M
5
AMZN icon
Amazon
AMZN
+$1.3M

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
901
$1K ﹤0.01%
+2
902
$1K ﹤0.01%
+61
903
$1K ﹤0.01%
+30
904
$1K ﹤0.01%
+19
905
$1K ﹤0.01%
+38
906
$1K ﹤0.01%
+26
907
$1K ﹤0.01%
+30
908
$1K ﹤0.01%
+9
909
$1K ﹤0.01%
+10
910
$1K ﹤0.01%
+63
911
$1K ﹤0.01%
+18
912
$1K ﹤0.01%
+33
913
$1K ﹤0.01%
+15
914
$1K ﹤0.01%
+80
915
$1K ﹤0.01%
+22
916
$1K ﹤0.01%
+17
917
$1K ﹤0.01%
+28
918
$1K ﹤0.01%
+51
919
$1K ﹤0.01%
+23
920
$1K ﹤0.01%
+51
921
$1K ﹤0.01%
+11
922
$1K ﹤0.01%
+13
923
$1K ﹤0.01%
+51
924
$1K ﹤0.01%
+10
925
$1K ﹤0.01%
+75
35 36
37
38 39