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
101
$5.18M 0.19%
28,225
-232
102
$5.14M 0.19%
44,689
+928
103
$4.85M 0.18%
71,322
-4,763
104
$4.11M 0.15%
16,485
105
$4.1M 0.15%
33,089
-1,514
106
$3.95M 0.14%
96,187
+752
107
$3.83M 0.14%
36,025
-6,058
108
$3.62M 0.13%
33,914
-9,202
109
$3.35M 0.12%
61,852
+200
110
$3.3M 0.12%
126,850
-24,906
111
$3.25M 0.12%
22,272
-1,869
112
$3.14M 0.12%
34,498
-1,120
113
$3.13M 0.11%
8,367
-85
114
$3.11M 0.11%
10,083
+14
115
$3.1M 0.11%
5,500
-18
116
$3.06M 0.11%
5
117
$2.95M 0.11%
75,104
+20,562
118
$2.8M 0.1%
15,746
-809
119
$2.49M 0.09%
17,626
-39
120
$2.47M 0.09%
10,903
-270
121
$2.39M 0.09%
15,877
+15,190
122
$2.29M 0.08%
10,125
-195
123
$2.26M 0.08%
13,094
-4
124
$2.09M 0.08%
13,337
-545
125
$1.98M 0.07%
38,724
+1,578
3 4
5
6 7