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
$2.79B
AUM Growth
-$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.57M
3
+$4.59M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.38M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.51M

Top Sells

1
+$25.8M
2
+$19.3M
3
+$10.5M
4
APTV icon
Aptiv
APTV
+$9.88M
5
AMGN icon
Amgen
AMGN
+$7.57M

Sector Composition

1 Technology 24.76%
2 Financials 9.19%
3 Healthcare 8.25%
4 Industrials 7.88%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.4M 0.37%
51,423
+121
77
$10M 0.36%
174,276
+11,627
78
$9.73M 0.35%
124,673
-4,526
79
$9.36M 0.34%
249,294
-11,243
80
$9.31M 0.33%
52,620
-3,323
81
$9.2M 0.33%
193,646
-5,539
82
$8.83M 0.32%
116,783
-1,534
83
$8.79M 0.32%
31,229
-449
84
$8.56M 0.31%
322,477
-7,469
85
$8.03M 0.29%
200,851
-2,760
86
$7.54M 0.27%
94,435
-649
87
$7.27M 0.26%
12,346
+175
88
$7.25M 0.26%
89,738
-2,244
89
$7.06M 0.25%
26,745
+1,859
90
$7.05M 0.25%
15,557
+1,525
91
$6.71M 0.24%
46,902
+45,942
92
$5.99M 0.21%
137,686
-50,527
93
$5.77M 0.21%
103,242
+2,310
94
$5.63M 0.2%
23,417
-409
95
$5.36M 0.19%
30,143
+127
96
$5.04M 0.18%
46,858
+79
97
$5.02M 0.18%
103,909
+2,788
98
$4.83M 0.17%
62,765
-4,087
99
$4.59M 0.16%
+54,324
100
$4.58M 0.16%
24,039
-2,879
2 3
4
5 6