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
326
$88K ﹤0.01%
1,080
327
$88K ﹤0.01%
300
328
$87K ﹤0.01%
683
329
$86K ﹤0.01%
1,574
+40
330
$86K ﹤0.01%
1,232
331
$86K ﹤0.01%
2,989
+7
332
$85K ﹤0.01%
896
333
$83K ﹤0.01%
1,013
-1
334
$81K ﹤0.01%
3,390
-4
335
$81K ﹤0.01%
330
-21
336
$80K ﹤0.01%
1,453
+100
337
$79K ﹤0.01%
2,314
-2,856
338
$79K ﹤0.01%
5,028
339
$79K ﹤0.01%
1,500
340
$79K ﹤0.01%
400
341
$78K ﹤0.01%
1,211
342
$77K ﹤0.01%
1,167
343
$77K ﹤0.01%
5,448
344
$77K ﹤0.01%
1,025
-29
345
$76K ﹤0.01%
955
346
$75K ﹤0.01%
2,000
347
$75K ﹤0.01%
1,191
-28
348
$75K ﹤0.01%
1,219
-2
349
$74K ﹤0.01%
377
350
$73K ﹤0.01%
1,450
12 13
14
15 16