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
376
$58K ﹤0.01%
2,016
+16
377
$58K ﹤0.01%
2,800
378
$58K ﹤0.01%
1,850
379
$58K ﹤0.01%
1,199
380
$57K ﹤0.01%
2,200
381
$57K ﹤0.01%
443
+200
382
$56K ﹤0.01%
+3,840
383
$56K ﹤0.01%
1,000
384
$56K ﹤0.01%
700
385
$56K ﹤0.01%
959
+500
386
$56K ﹤0.01%
1,800
-123
387
$55K ﹤0.01%
4,565
388
$55K ﹤0.01%
584
389
$55K ﹤0.01%
1,270
390
$55K ﹤0.01%
1,620
-77
391
$55K ﹤0.01%
2,629
392
$54K ﹤0.01%
185
-10
393
$54K ﹤0.01%
257
+37
394
$53K ﹤0.01%
1,163
-13
395
$53K ﹤0.01%
605
396
$52K ﹤0.01%
2,170
397
$52K ﹤0.01%
436
-1
398
$52K ﹤0.01%
330
-23
399
$52K ﹤0.01%
3,000
400
$52K ﹤0.01%
574
-8
14 15
16
17 18