WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
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 11.76%
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
1
$64.2M 3.44%
392,149
-17,428
2
$56.5M 3.03%
665,260
-15,320
3
$55M 2.95%
1,188,504
+3,384
4
$54.9M 2.94%
1,035,844
+14,440
5
$50.8M 2.72%
383,782
-6,960
6
$50.1M 2.68%
862,023
+399,111
7
$45.6M 2.44%
437,825
+10,393
8
$43.9M 2.35%
161,678
+1,622
9
$40.6M 2.17%
120,935
-1,929
10
$37.6M 2.02%
181,713
-2,964
11
$36.5M 1.96%
240,298
-1,683
12
$34.3M 1.84%
1,216,256
-77
13
$32.4M 1.73%
388,745
-1,426
14
$32.1M 1.72%
568,580
+3,220
15
$30.2M 1.62%
365,464
+32,790
16
$30.2M 1.62%
169,290
+320
17
$29.7M 1.59%
160,203
-1,961
18
$28.1M 1.5%
284,513
+954
19
$27.6M 1.48%
193,714
-3,645
20
$27.6M 1.48%
141,438
+3,310
21
$25.8M 1.38%
384,756
-9,228
22
$24.9M 1.34%
70,228
-1,874
23
$24.3M 1.3%
261,426
+865
24
$22.3M 1.2%
166,220
-787
25
$22.2M 1.19%
114,171
-2,281
1
2 3 4 5