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
$2.72B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$2.99M
3
+$2.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.04M
5
AES icon
AES
AES
+$1.73M

Top Sells

1
+$6.13M
2
+$3.44M
3
+$2.35M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.23M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M

Sector Composition

1 Technology 22.62%
2 Financials 10.11%
3 Healthcare 9.91%
4 Industrials 8.02%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$117M 4.29%
223,351
-4,087
2
$110M 4.05%
643,182
-2,182
3
$92.3M 3.39%
219,431
-1,003
4
$84.8M 3.12%
1,008,965
+11,618
5
$81.9M 3.01%
453,791
-2,127
6
$74.3M 2.73%
353,101
+3,819
7
$69.6M 2.56%
249,279
-1,407
8
$69.4M 2.55%
767,910
-23,640
9
$69.2M 2.54%
458,711
-1,028
10
$64.1M 2.35%
133,289
+4,242
11
$62.9M 2.31%
474,480
-17,750
12
$60.9M 2.24%
104,806
-616
13
$59.8M 2.2%
207,764
-7,735
14
$58.5M 2.15%
105,079
-2,290
15
$47.4M 1.74%
123,496
-271
16
$43.2M 1.59%
88,927
-2,178
17
$41.7M 1.53%
208,082
-9,365
18
$32.1M 1.18%
226,170
-368
19
$29.1M 1.07%
83,981
-679
20
$28.5M 1.05%
235,811
-1,158
21
$27.2M 1%
107,501
+69
22
$25.2M 0.92%
248,196
-123
23
$24.6M 0.9%
256,799
+3,605
24
$24M 0.88%
32,780
-331
25
$22.6M 0.83%
27,119
-196
1
2 3 4 5