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
$2.73B
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$2.71M
3
+$2.29M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.21M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.11M

Top Sells

1
+$13M
2
+$4.82M
3
+$3.42M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.35M
5
AAPL icon
Apple
AAPL
+$3.24M

Sector Composition

1 Technology 24.56%
2 Financials 9.6%
3 Healthcare 9.16%
4 Industrials 7.95%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.4M 0.42%
53,599
-1,235
77
$11.2M 0.41%
119,965
-2,966
78
$11.1M 0.41%
123,766
-3,023
79
$10.9M 0.4%
60,023
-1,893
80
$10.8M 0.4%
275,870
-71,709
81
$10M 0.37%
54,845
+1,636
82
$9.76M 0.36%
166,752
+37,712
83
$9.66M 0.35%
32,220
+149
84
$9.54M 0.35%
188,996
-263
85
$9.41M 0.34%
120,101
-4,038
86
$9.36M 0.34%
334,411
-9,232
87
$9.34M 0.34%
36,652
+1,271
88
$8.76M 0.32%
212,412
-7,629
89
$8.5M 0.31%
144,997
+10,967
90
$8.31M 0.3%
434,857
-3,424
91
$8.04M 0.29%
207,014
-7,470
92
$7.61M 0.28%
96,621
-1,685
93
$7.07M 0.26%
93,859
-2,914
94
$6.85M 0.25%
12,509
+667
95
$6.19M 0.23%
15,226
-69
96
$6.04M 0.22%
24,932
-9
97
$5.82M 0.21%
99,462
-2,960
98
$5.57M 0.2%
316,909
+29,177
99
$5.25M 0.19%
30,618
-2,644
100
$5.21M 0.19%
23,882
2 3
4
5 6