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
$1.87B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$12.4M
3
+$6.37M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.15M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.25M

Top Sells

1
+$3.7M
2
+$2.87M
3
+$2.85M
4
USB icon
US Bancorp
USB
+$2.18M
5
AMZN icon
Amazon
AMZN
+$1.3M

Sector Composition

1 Financials 19.11%
2 Technology 11.75%
3 Consumer Discretionary 10.62%
4 Healthcare 9.91%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$682K 0.04%
20,756
152
$678K 0.04%
+25,000
153
$676K 0.04%
14,265
+6,000
154
$620K 0.03%
+5,000
155
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14,330
+1,400
156
$616K 0.03%
3,308
157
$614K 0.03%
8,072
+1,793
158
$602K 0.03%
+5,801
159
$601K 0.03%
4,181
160
$598K 0.03%
4,442
161
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+8,554
162
$576K 0.03%
10,261
+9,901
163
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+5,218
164
$573K 0.03%
7,342
+1,600
165
$566K 0.03%
5,369
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166
$559K 0.03%
7,542
-12
167
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14,215
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168
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2,180
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169
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12,124
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170
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3,471
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171
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7,250
172
$484K 0.03%
8,517
+206
173
$483K 0.03%
6,997
-1,524
174
$477K 0.03%
2,868
175
$456K 0.02%
17,137
+4,834
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