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
201
$493K 0.02%
1,701
-580
202
$490K 0.02%
4,735
+200
203
$468K 0.02%
23,366
-2,416
204
$454K 0.02%
4,665
+200
205
$417K 0.02%
6,410
206
$412K 0.01%
3,767
-44
207
$404K 0.01%
10,260
208
$401K 0.01%
1,188
-1
209
$397K 0.01%
12,662
210
$395K 0.01%
8,792
-1,934
211
$386K 0.01%
2,702
212
$385K 0.01%
100,000
213
$382K 0.01%
1,500
214
$380K 0.01%
4,963
215
$372K 0.01%
31,539
216
$372K 0.01%
7,510
217
$371K 0.01%
4,871
218
$368K 0.01%
16,594
219
$361K 0.01%
3,825
220
$360K 0.01%
4,580
221
$360K 0.01%
5,642
222
$356K 0.01%
4,200
223
$353K 0.01%
690
-273
224
$351K 0.01%
+3,925
225
$347K 0.01%
1,872
7 8
9
10 11