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
351
$73K ﹤0.01%
544
352
$72K ﹤0.01%
1,000
353
$71K ﹤0.01%
1,389
-17
354
$71K ﹤0.01%
2,150
355
$71K ﹤0.01%
1,010
-500
356
$68K ﹤0.01%
3,878
357
$68K ﹤0.01%
6,552
-2,209
358
$67K ﹤0.01%
1,222
-4
359
$66K ﹤0.01%
3,105
360
$66K ﹤0.01%
1,612
361
$66K ﹤0.01%
1,568
-1
362
$65K ﹤0.01%
1,499
+200
363
$65K ﹤0.01%
792
-530
364
$64K ﹤0.01%
312
365
$64K ﹤0.01%
755
366
$63K ﹤0.01%
1,244
367
$63K ﹤0.01%
500
368
$62K ﹤0.01%
1,553
369
$62K ﹤0.01%
187
370
$61K ﹤0.01%
259
+200
371
$61K ﹤0.01%
+2,000
372
$61K ﹤0.01%
451
373
$60K ﹤0.01%
300
374
$60K ﹤0.01%
440
375
$59K ﹤0.01%
212
+9
13 14
15
16 17