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
126
$1.96M 0.07%
30,743
-2,122
127
$1.9M 0.07%
15,722
+660
128
$1.74M 0.06%
14,692
-308
129
$1.74M 0.06%
17,451
-8,961
130
$1.67M 0.06%
4,580
131
$1.54M 0.06%
17,419
-632
132
$1.52M 0.06%
9,257
+1,696
133
$1.48M 0.05%
4,451
-1
134
$1.4M 0.05%
19,860
-120
135
$1.38M 0.05%
13,183
+850
136
$1.36M 0.05%
14,904
-1,508
137
$1.36M 0.05%
16,148
138
$1.35M 0.05%
22,789
-354
139
$1.25M 0.05%
26,452
+2,899
140
$1.18M 0.04%
7,895
-948
141
$1.17M 0.04%
19,733
-220,087
142
$1.15M 0.04%
4,608
-161
143
$1.13M 0.04%
13,468
-1,837
144
$1.08M 0.04%
10,594
145
$1.08M 0.04%
4,656
146
$1.08M 0.04%
11,080
-432
147
$1.06M 0.04%
31,622
+54
148
$1.05M 0.04%
13,497
-2,109
149
$1.05M 0.04%
13,552
+764
150
$1.02M 0.04%
6,387
-609
4 5
6
7 8