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
$2.79B
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
1
$150M 5.37%
597,785
-16,010
2
$125M 4.47%
212,842
-2,223
3
$96.2M 3.45%
415,111
-19,591
4
$92.8M 3.33%
422,876
-8,934
5
$89.4M 3.21%
212,144
-3,443
6
$86M 3.09%
640,749
-36,893
7
$85.5M 3.07%
967,491
-16,287
8
$80.2M 2.88%
148,813
+4,418
9
$79.8M 2.86%
421,747
-11,620
10
$73.3M 2.63%
331,742
-5,796
11
$73.2M 2.63%
231,652
-6,326
12
$64.1M 2.3%
199,122
-3,253
13
$52.8M 1.89%
92,634
-3,577
14
$51.2M 1.84%
98,387
-2,156
15
$47.9M 1.72%
81,754
-2,131
16
$45.6M 1.64%
117,195
-2,526
17
$45.5M 1.63%
189,676
-5,152
18
$37.5M 1.34%
205,998
-7,330
19
$28.7M 1.03%
237,855
-3,934
20
$28.3M 1.01%
80,426
-1,462
21
$27.6M 0.99%
30,123
-806
22
$26.8M 0.96%
141,384
-2,891
23
$26.7M 0.96%
295,411
-6,657
24
$26.5M 0.95%
239,746
-6,323
25
$26M 0.93%
203,568
-9,136
1
2 3 4 5