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
201
$300K 0.02%
2,275
202
$299K 0.02%
+4,204
203
$292K 0.02%
1,716
+33
204
$288K 0.02%
2,775
205
$288K 0.02%
+2,122
206
$284K 0.02%
3,924
207
$282K 0.02%
4,806
208
$281K 0.02%
+1,273
209
$280K 0.02%
1,995
+60
210
$278K 0.01%
5,355
211
$273K 0.01%
+1,487
212
$269K 0.01%
3,505
213
$267K 0.01%
+15,000
214
$262K 0.01%
4,019
-2,924
215
$260K 0.01%
5,280
216
$256K 0.01%
1,130
-168
217
$251K 0.01%
21,533
+11,348
218
$250K 0.01%
4,159
+241
219
$249K 0.01%
9,053
+700
220
$248K 0.01%
2,080
221
$248K 0.01%
+3,594
222
$245K 0.01%
4,302
223
$243K 0.01%
2,227
224
$239K 0.01%
4,400
+320
225
$235K 0.01%
3,355
+10
7 8
9
10 11