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
251
$192K 0.01%
615
252
$188K 0.01%
5,315
253
$186K 0.01%
828
+45
254
$185K 0.01%
1,095
255
$180K 0.01%
4,083
256
$179K 0.01%
3,753
257
$178K 0.01%
2,167
258
$178K 0.01%
4,370
259
$170K 0.01%
3,051
260
$166K 0.01%
2,369
261
$165K 0.01%
2,329
262
$163K 0.01%
1,749
263
$163K 0.01%
2,437
-106
264
$162K 0.01%
4,191
265
$162K 0.01%
6,400
266
$161K 0.01%
802
+39
267
$159K 0.01%
2,268
+350
268
$157K 0.01%
1,467
269
$152K 0.01%
1,342
270
$151K 0.01%
3,527
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271
$151K 0.01%
1,884
272
$149K 0.01%
1,429
273
$145K 0.01%
1,000
274
$143K 0.01%
2,650
-607
275
$142K 0.01%
1,570
-17
9 10
11
12 13