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
176
$453K 0.02%
5,120
177
$453K 0.02%
24,870
+6,045
178
$445K 0.02%
3,218
+800
179
$438K 0.02%
14,000
180
$425K 0.02%
5,429
-30
181
$413K 0.02%
+4,004
182
$403K 0.02%
+12,399
183
$399K 0.02%
2,930
+175
184
$382K 0.02%
2,454
+146
185
$380K 0.02%
3,811
+231
186
$375K 0.02%
8,107
+1,844
187
$371K 0.02%
2,931
+100
188
$368K 0.02%
+7,051
189
$358K 0.02%
2,055
+2
190
$357K 0.02%
6,170
191
$355K 0.02%
3,220
+1,026
192
$346K 0.02%
4,078
+28
193
$339K 0.02%
114
+14
194
$331K 0.02%
+1,884
195
$327K 0.02%
6,774
196
$324K 0.02%
9,063
-1,773
197
$323K 0.02%
4,911
+1,000
198
$309K 0.02%
3,627
-153
199
$309K 0.02%
+3,995
200
$302K 0.02%
+4,510
6 7
8
9 10