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
326
$125K ﹤0.01%
1,000
327
$124K ﹤0.01%
1,200
328
$122K ﹤0.01%
4,040
+1,298
329
$120K ﹤0.01%
563
330
$120K ﹤0.01%
740
+700
331
$120K ﹤0.01%
7,599
332
$119K ﹤0.01%
770
-90
333
$119K ﹤0.01%
363
334
$119K ﹤0.01%
600
335
$118K ﹤0.01%
3,735
336
$118K ﹤0.01%
1,859
-1,785
337
$115K ﹤0.01%
362
338
$114K ﹤0.01%
2,694
339
$114K ﹤0.01%
1,969
+86
340
$113K ﹤0.01%
2,500
341
$111K ﹤0.01%
943
+131
342
$109K ﹤0.01%
952
+720
343
$109K ﹤0.01%
2,930
344
$105K ﹤0.01%
1,480
-1,120
345
$104K ﹤0.01%
1,909
+3
346
$104K ﹤0.01%
698
-140
347
$102K ﹤0.01%
2,600
348
$102K ﹤0.01%
3,108
349
$102K ﹤0.01%
550
350
$100K ﹤0.01%
300
12 13
14
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