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
126
$1.84M 0.07%
4,575
-5
127
$1.81M 0.06%
29,064
-1,303
128
$1.58M 0.06%
19,965
+105
129
$1.56M 0.06%
4,295
-5
130
$1.53M 0.05%
14,287
-824
131
$1.48M 0.05%
4,995
+347
132
$1.46M 0.05%
20,722
-2,028
133
$1.42M 0.05%
16,148
134
$1.41M 0.05%
+19,575
135
$1.38M 0.05%
10,985
-8
136
$1.33M 0.05%
6,466
-77
137
$1.28M 0.05%
5,281
+306
138
$1.18M 0.04%
6,114
-42
139
$1.18M 0.04%
26,703
+9,075
140
$1.08M 0.04%
6,352
+60
141
$1.07M 0.04%
12,035
-701
142
$1.05M 0.04%
4,577
-11
143
$1.05M 0.04%
15,410
144
$1.03M 0.04%
5,811
145
$1.02M 0.04%
31,637
146
$1.01M 0.04%
6,053
+70
147
$996K 0.04%
13,288
-12,397
148
$985K 0.04%
1,870
149
$984K 0.04%
28,438
150
$965K 0.03%
10,818
+1,255
4 5
6
7 8