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
$2.53B
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.1M
3
+$8.04M
4
AMZN icon
Amazon
AMZN
+$3.25M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.46M

Top Sells

1
+$22.9M
2
+$11.6M
3
+$9.21M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.94M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.85M

Sector Composition

1 Technology 22.59%
2 Financials 13.62%
3 Healthcare 10.67%
4 Consumer Discretionary 8.17%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.76M 0.15%
26,900
+1,200
102
$3.74M 0.15%
9,003
+469
103
$3.44M 0.14%
41,603
-4,085
104
$3.2M 0.13%
12,934
-84
105
$3.17M 0.13%
6
106
$3.1M 0.12%
33,123
-244,442
107
$3.04M 0.12%
28,925
+7,715
108
$2.88M 0.11%
10,964
+332
109
$2.79M 0.11%
34,023
+576
110
$2.49M 0.1%
79,496
+28
111
$2.4M 0.1%
14,758
+375
112
$2.26M 0.09%
9,910
+415
113
$2.21M 0.09%
16,219
-540
114
$2.15M 0.09%
19,827
-207
115
$2.04M 0.08%
41,077
-1,348
116
$1.67M 0.07%
12,826
+143
117
$1.65M 0.07%
12,277
+807
118
$1.64M 0.07%
26,489
+67
119
$1.63M 0.06%
16,897
-7,061
120
$1.61M 0.06%
20,949
-297
121
$1.48M 0.06%
11,877
-362
122
$1.45M 0.06%
19,293
-198
123
$1.43M 0.06%
6,686
+561
124
$1.39M 0.06%
16,838
-783
125
$1.38M 0.05%
3,042
-2
3 4
5
6 7