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
101
$4.48M 0.16%
17,182
-29,046
102
$4.43M 0.16%
194,571
-236,393
103
$4.34M 0.16%
16,105
-380
104
$4.09M 0.15%
6
+1
105
$3.91M 0.14%
303,880
-27,842
106
$3.45M 0.12%
60,128
-1,724
107
$3.34M 0.12%
9,992
+100
108
$3.13M 0.11%
31,420
+311
109
$3.07M 0.11%
75,104
110
$3.01M 0.11%
7,113
-1,267
111
$3.01M 0.11%
18,045
+510
112
$3.01M 0.11%
17,160
+2,874
113
$2.95M 0.11%
13,426
+66
114
$2.85M 0.1%
5,478
-22
115
$2.72M 0.1%
25,527
-1,488
116
$2.72M 0.1%
31,732
-1,945
117
$2.56M 0.09%
11,213
+370
118
$2.52M 0.09%
97,546
-10,038
119
$2.37M 0.09%
17,255
-4,434
120
$2.35M 0.08%
12,653
-1,090
121
$2.31M 0.08%
9,955
-170
122
$2M 0.07%
14,260
+327
123
$1.97M 0.07%
15,034
-328
124
$1.89M 0.07%
13,082
-120
125
$1.85M 0.07%
38,676
+18,756
3 4
5
6 7