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
276
$141K 0.01%
1,032
277
$140K 0.01%
2,604
278
$140K 0.01%
1,273
279
$139K 0.01%
3,337
280
$138K 0.01%
1,455
281
$137K 0.01%
4,427
-8
282
$137K 0.01%
3,825
283
$136K 0.01%
5,700
-25
284
$134K 0.01%
2,930
285
$133K 0.01%
2,411
286
$133K 0.01%
2,184
-352
287
$129K 0.01%
734
288
$128K 0.01%
735
-5
289
$126K 0.01%
600
290
$123K 0.01%
3,000
291
$122K 0.01%
505
292
$118K 0.01%
3,093
293
$117K 0.01%
1,532
+500
294
$117K 0.01%
3,000
295
$113K 0.01%
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296
$113K 0.01%
3,500
297
$111K 0.01%
2,076
+1,894
298
$111K 0.01%
2,000
299
$108K 0.01%
1,050
-125
300
$107K 0.01%
500
10 11
12
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