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
$2.72B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$2.99M
3
+$2.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.04M
5
AES icon
AES
AES
+$1.73M

Top Sells

1
+$6.13M
2
+$3.44M
3
+$2.35M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.23M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M

Sector Composition

1 Technology 22.62%
2 Financials 10.11%
3 Healthcare 9.91%
4 Industrials 8.02%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.04M 0.04%
7,423
+971
152
$1.03M 0.04%
6,922
-24
153
$1.01M 0.04%
20,115
-2,173
154
$994K 0.04%
12,788
-503
155
$969K 0.04%
4,708
156
$955K 0.04%
5,811
-923
157
$884K 0.03%
1,836
158
$869K 0.03%
4,901
-295
159
$826K 0.03%
9,100
-55
160
$823K 0.03%
15,180
-280
161
$810K 0.03%
100
162
$806K 0.03%
7,561
163
$799K 0.03%
7,046
-343
164
$775K 0.03%
15,410
165
$768K 0.03%
5,225
166
$761K 0.03%
2,696
+77
167
$754K 0.03%
5,924
+30
168
$725K 0.03%
76,273
-644,499
169
$723K 0.03%
9,350
-790
170
$717K 0.03%
1,449
-16
171
$716K 0.03%
2,456
172
$698K 0.03%
2,029
+370
173
$695K 0.03%
5,010
-15
174
$693K 0.03%
16,586
-413
175
$693K 0.03%
7,163
-368
5 6
7
8 9