WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$12.9M
3
+$6.48M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.14M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.24M

Top Sells

1
+$3.84M
2
+$2.79M
3
+$2.78M
4
USB icon
US Bancorp
USB
+$2.21M
5
AMZN icon
Amazon
AMZN
+$1.22M

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
976
– –
0
977
$0 ﹤0.01%
+200
978
$0 ﹤0.01%
+10
979
– –
-13,941
980
$0 ﹤0.01%
+13
981
– –
-1,897
982
$0 ﹤0.01%
+2
983
$0 ﹤0.01%
+1
984
$0 ﹤0.01%
+39
985
$0 ﹤0.01%
+10
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