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
301
$106K 0.01%
10,599
302
$105K ﹤0.01%
471
+36
303
$104K ﹤0.01%
764
-45
304
$103K ﹤0.01%
347
-3
305
$103K ﹤0.01%
1,576
-5
306
$101K ﹤0.01%
2,209
307
$101K ﹤0.01%
1,450
-568
308
$101K ﹤0.01%
1,152
+45
309
$99K ﹤0.01%
2,350
310
$98K ﹤0.01%
2,720
+75
311
$97K ﹤0.01%
750
312
$96K ﹤0.01%
1,000
313
$96K ﹤0.01%
2,882
-98
314
$95K ﹤0.01%
3,842
+14
315
$95K ﹤0.01%
2,000
316
$95K ﹤0.01%
3,385
317
$95K ﹤0.01%
405
-2
318
$92K ﹤0.01%
339
-5
319
$92K ﹤0.01%
704
-280
320
$92K ﹤0.01%
1,200
321
$91K ﹤0.01%
322
322
$90K ﹤0.01%
1,090
323
$89K ﹤0.01%
760
324
$89K ﹤0.01%
409
325
$88K ﹤0.01%
1,943
11 12
13
14 15