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
$2.13B
AUM Growth
-$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.95M
3
+$2.39M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.46M
5
SYY icon
Sysco
SYY
+$881K

Top Sells

1
+$4.38M
2
+$3.1M
3
+$1.43M
4
AAPL icon
Apple
AAPL
+$1.38M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.11M

Sector Composition

1 Technology 21.06%
2 Financials 13.37%
3 Healthcare 11.83%
4 Industrials 7.8%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$230K 0.01%
1,637
-689
227
$230K 0.01%
+4,407
228
$224K 0.01%
1,775
-55
229
$221K 0.01%
2,439
230
$220K 0.01%
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-520
231
$220K 0.01%
2,640
232
$216K 0.01%
1,492
233
$215K 0.01%
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234
$212K 0.01%
1,376
-5
235
$211K 0.01%
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-204
236
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1,712
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237
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2,041
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238
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8,800
239
$205K 0.01%
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240
$205K 0.01%
2,502
241
$204K 0.01%
18,150
242
$203K 0.01%
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243
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244
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245
$200K 0.01%
415
246
$200K 0.01%
338
247
$198K 0.01%
1,669
248
$197K 0.01%
2,868
249
$197K 0.01%
1,718
-600
250
$196K 0.01%
5,489
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10
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