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
76
$8.22M 0.44%
208,702
+3,451
77
$8.19M 0.44%
61,324
+1,303
78
$8.07M 0.43%
132,360
+15,584
79
$8.04M 0.43%
75,653
+8,207
80
$7.86M 0.42%
111,548
+862
81
$7.79M 0.42%
90,517
+772
82
$7.33M 0.39%
256,812
+1,902
83
$7.32M 0.39%
200,671
-695
84
$7.03M 0.38%
84,025
+763
85
$7M 0.38%
213,324
+5,729
86
$6.94M 0.37%
101,821
+4,965
87
$6.93M 0.37%
23,448
+1,077
88
$6.37M 0.34%
+22,047
89
$6.14M 0.33%
122,767
-43,565
90
$6.03M 0.32%
103,382
+158
91
$5.25M 0.28%
56,683
+4,224
92
$5.17M 0.28%
63,478
-10,682
93
$4.95M 0.27%
165,551
+5,265
94
$4.61M 0.25%
79,510
+30,772
95
$4.53M 0.24%
72,095
+174
96
$4.14M 0.22%
40,392
-462
97
$4.08M 0.22%
82,087
+37,093
98
$3.98M 0.21%
50,934
+16,178
99
$3.61M 0.19%
26,708
+8,631
100
$3.57M 0.19%
54,750
+9,032
2 3
4
5 6