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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
901
$1K ﹤0.01%
+20
902
$1K ﹤0.01%
+23
903
$1K ﹤0.01%
+51
904
$1K ﹤0.01%
+11
905
$1K ﹤0.01%
+13
906
$1K ﹤0.01%
+24
907
$1K ﹤0.01%
+7
908
$1K ﹤0.01%
+41
909
$1K ﹤0.01%
+19
910
$1K ﹤0.01%
+17
911
$1K ﹤0.01%
+51
912
$1K ﹤0.01%
+10
913
$1K ﹤0.01%
+75
914
$1K ﹤0.01%
+52
915
$1K ﹤0.01%
+29
916
$1K ﹤0.01%
+43
917
$1K ﹤0.01%
+20
918
$1K ﹤0.01%
+25
919
$1K ﹤0.01%
+14
920
$1K ﹤0.01%
+73
921
$1K ﹤0.01%
+73
922
$1K ﹤0.01%
+25
923
$1K ﹤0.01%
+15
924
$1K ﹤0.01%
+62
925
$1K ﹤0.01%
+52
35 36
37
38 39