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
151
$931K 0.03%
9,256
-2,325
152
$931K 0.03%
11,837
-1,107
153
$926K 0.03%
10,151
-1,327
154
$924K 0.03%
19,497
-796
155
$900K 0.03%
7,479
+285
156
$837K 0.03%
8,750
-109,926
157
$818K 0.03%
100
158
$817K 0.03%
14,440
-14
159
$784K 0.03%
7,989
-440
160
$782K 0.03%
5,225
161
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2,797
162
$779K 0.03%
6,176
-581
163
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8,560
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164
$759K 0.03%
6,121
-1,025
165
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7,037
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166
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167
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2,476
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168
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3,540
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169
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12,094
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170
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9,153
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171
$681K 0.02%
11,469
172
$677K 0.02%
5,044
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173
$675K 0.02%
9,999
174
$673K 0.02%
7,402
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175
$669K 0.02%
5,179
+250
5 6
7
8 9