WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.72B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$2.55M
3
+$2.18M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.94M
5
MCD icon
McDonald's
MCD
+$1.7M

Top Sells

1
+$6.03M
2
+$3.16M
3
+$2.2M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.12M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.03M

Sector Composition

1 Technology 22.62%
2 Financials 10.11%
3 Healthcare 9.91%
4 Industrials 8.02%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$206K 0.01%
8,380
-1,041
277
$204K 0.01%
+9,500
278
$204K 0.01%
+2,020
279
$203K 0.01%
2,640
280
$203K 0.01%
5,599
-344
281
$198K 0.01%
2,369
282
$196K 0.01%
1,232
+200
283
$193K 0.01%
1,505
-35
284
$189K 0.01%
7,950
285
$185K 0.01%
1,065
+87
286
$185K 0.01%
1,015
-10
287
$184K 0.01%
2,980
288
$182K 0.01%
583
289
$179K 0.01%
2,767
-93
290
$171K 0.01%
3,022
291
$170K 0.01%
1,006
-22
292
$169K 0.01%
3,088
+82
293
$168K 0.01%
1,853
+133
294
$165K 0.01%
4,135
295
$162K 0.01%
5,700
296
$162K 0.01%
6,400
297
$159K 0.01%
1,299
298
$157K 0.01%
856
299
$151K 0.01%
+6,670
300
$151K 0.01%
+7,500
10 11
12
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