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
$2.73B
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$2.71M
3
+$2.29M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.21M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.11M

Top Sells

1
+$13M
2
+$4.82M
3
+$3.42M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.35M
5
AAPL icon
Apple
AAPL
+$3.24M

Sector Composition

1 Technology 24.56%
2 Financials 9.6%
3 Healthcare 9.16%
4 Industrials 7.95%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$132M 4.84%
627,803
-15,379
2
$119M 4.37%
219,441
-3,910
3
$96.3M 3.52%
215,493
-3,938
4
$90M 3.29%
728,910
-39,000
5
$84.8M 3.1%
439,011
-14,780
6
$81.9M 3%
1,009,990
+1,025
7
$80.9M 2.96%
443,979
-14,732
8
$73.3M 2.68%
456,300
-18,180
9
$71.2M 2.61%
351,174
-1,927
10
$69.4M 2.54%
138,716
+5,427
11
$64M 2.34%
243,920
-5,359
12
$60.6M 2.22%
203,537
-4,227
13
$56.7M 2.07%
102,561
-2,245
14
$52.9M 1.93%
98,816
-6,263
15
$43.4M 1.59%
86,119
-2,808
16
$41.8M 1.53%
121,551
-1,945
17
$40.8M 1.49%
201,523
-6,559
18
$37.4M 1.37%
220,758
-5,412
19
$26.9M 0.98%
31,591
-1,189
20
$26.8M 0.98%
243,127
-5,069
21
$26.3M 0.96%
221,403
-14,408
22
$25M 0.92%
82,523
-1,458
23
$25M 0.91%
30,315
-1,367
24
$24.3M 0.89%
342,917
-5,367
25
$23.5M 0.86%
103,000
-2,481
1
2 3 4 5