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
926
$1K ﹤0.01%
+18
927
$1K ﹤0.01%
+33
928
$1K ﹤0.01%
+15
929
$1K ﹤0.01%
+80
930
$1K ﹤0.01%
+22
931
$1K ﹤0.01%
+17
932
$1K ﹤0.01%
+28
933
$1K ﹤0.01%
+51
934
$1K ﹤0.01%
+23
935
$1K ﹤0.01%
+51
936
$1K ﹤0.01%
+11
937
$1K ﹤0.01%
+13
938
$1K ﹤0.01%
+51
939
$1K ﹤0.01%
+10
940
$1K ﹤0.01%
+75
941
$1K ﹤0.01%
+52
942
$1K ﹤0.01%
+29
943
$1K ﹤0.01%
+43
944
$1K ﹤0.01%
+20
945
$1K ﹤0.01%
+25
946
$1K ﹤0.01%
+14
947
$1K ﹤0.01%
+73
948
$1K ﹤0.01%
+73
949
$1K ﹤0.01%
+26
950
$1K ﹤0.01%
+25
36 37
38
39 40