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
$2.72B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$2.99M
3
+$2.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.04M
5
AES icon
AES
AES
+$1.73M

Top Sells

1
+$6.13M
2
+$3.44M
3
+$2.35M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.23M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M

Sector Composition

1 Technology 22.62%
2 Financials 10.11%
3 Healthcare 9.91%
4 Industrials 8.02%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.2M 0.45%
244,626
+556
77
$12.2M 0.45%
321,137
-24,478
78
$11.9M 0.44%
61,916
-657
79
$11.7M 0.43%
54,834
-664
80
$10.2M 0.37%
189,259
+4,562
81
$10M 0.37%
38,597
+2,280
82
$9.98M 0.37%
35,381
+5,845
83
$9.91M 0.36%
124,139
-752
84
$9.72M 0.36%
53,209
+587
85
$9.54M 0.35%
343,643
-2,996
86
$9.29M 0.34%
32,071
+30,984
87
$9.23M 0.34%
220,041
+877
88
$8.57M 0.31%
98,306
+348
89
$7.86M 0.29%
134,030
+24,618
90
$7.84M 0.29%
129,040
+7,715
91
$7.71M 0.28%
438,281
-13,506
92
$7.18M 0.26%
96,773
-561
93
$7.07M 0.26%
214,484
-1,980
94
$6.49M 0.24%
42,083
-22,310
95
$6.43M 0.24%
15,295
-103
96
$6.23M 0.23%
24,941
+819
97
$6.23M 0.23%
11,842
+429
98
$6.06M 0.22%
33,262
-145
99
$5.79M 0.21%
102,422
+12,297
100
$5.58M 0.2%
76,085
-1,783
2 3
4
5 6