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
$1.87B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$12.4M
3
+$6.37M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.15M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.25M

Top Sells

1
+$3.7M
2
+$2.87M
3
+$2.85M
4
USB icon
US Bancorp
USB
+$2.18M
5
AMZN icon
Amazon
AMZN
+$1.3M

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
101
$3.41M 0.18%
12,357
-119
102
$3.11M 0.17%
30,590
+1,115
103
$2.75M 0.15%
+11,008
104
$2.68M 0.14%
14,363
+1,110
105
$2.43M 0.13%
15,490
+645
106
$2.42M 0.13%
17,102
+1,032
107
$2.36M 0.13%
30,885
-1,039
108
$2.28M 0.12%
52,017
+19,390
109
$2.27M 0.12%
+42,121
110
$2.16M 0.12%
27,412
+1,654
111
$1.85M 0.1%
9,068
+13
112
$1.81M 0.1%
26,520
-2,027
113
$1.66M 0.09%
23,934
+15,770
114
$1.61M 0.09%
9,921
+229
115
$1.57M 0.08%
+36,541
116
$1.54M 0.08%
+40,915
117
$1.52M 0.08%
18,226
-297
118
$1.51M 0.08%
35,721
+5,227
119
$1.35M 0.07%
9,646
+400
120
$1.33M 0.07%
20,567
+10,532
121
$1.32M 0.07%
15,410
122
$1.27M 0.07%
18,220
+7,596
123
$1.26M 0.07%
22,640
+600
124
$1.24M 0.07%
+13,300
125
$1.18M 0.06%
26,645
+18,939
3 4
5
6 7