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
$2.53B
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.1M
3
+$8.04M
4
AMZN icon
Amazon
AMZN
+$3.25M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.46M

Top Sells

1
+$22.9M
2
+$11.6M
3
+$9.21M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.94M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.85M

Sector Composition

1 Technology 22.59%
2 Financials 13.62%
3 Healthcare 10.67%
4 Consumer Discretionary 8.17%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.9M 0.47%
140,253
+16,319
77
$11.9M 0.47%
118,316
+15,877
78
$11.8M 0.47%
662,127
+450,599
79
$11.4M 0.45%
125,192
+8,937
80
$11.3M 0.45%
72,318
+4,359
81
$11.1M 0.44%
293,729
+18,564
82
$10.5M 0.41%
4,462
+399
83
$10.2M 0.4%
267,504
+52,754
84
$10.1M 0.4%
86,088
+86,056
85
$10M 0.4%
281,253
+31,333
86
$10M 0.4%
78,465
+3,517
87
$9.97M 0.39%
328,342
+4,024
88
$9.76M 0.39%
121,787
+9,888
89
$9.14M 0.36%
124,172
-6,447
90
$9.03M 0.36%
244,720
+26,962
91
$8.69M 0.34%
54,835
+5,354
92
$7.76M 0.31%
47,881
+1,257
93
$7.65M 0.3%
85,258
-2,078
94
$7.17M 0.28%
57,569
-2,196
95
$7.11M 0.28%
65,869
+11,204
96
$6.97M 0.28%
615,599
+69,446
97
$6.45M 0.26%
111,910
-5,203
98
$5.55M 0.22%
15,726
-205
99
$5.35M 0.21%
33,018
-1,221
100
$4.26M 0.17%
15,585
-4,767
2 3
4
5 6