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
401
$52K ﹤0.01%
443
-20
402
$51K ﹤0.01%
825
403
$51K ﹤0.01%
1,548
-137
404
$51K ﹤0.01%
840
-26
405
$51K ﹤0.01%
1,100
406
$51K ﹤0.01%
293
407
$50K ﹤0.01%
1,743
408
$49K ﹤0.01%
292
+12
409
$49K ﹤0.01%
1,050
+750
410
$49K ﹤0.01%
990
411
$48K ﹤0.01%
360
412
$48K ﹤0.01%
800
413
$47K ﹤0.01%
800
414
$47K ﹤0.01%
1,016
-350
415
$47K ﹤0.01%
1,000
416
$47K ﹤0.01%
390
+150
417
$46K ﹤0.01%
1,598
+37
418
$46K ﹤0.01%
+3,852
419
$46K ﹤0.01%
529
+100
420
$46K ﹤0.01%
623
421
$45K ﹤0.01%
1,000
+100
422
$45K ﹤0.01%
3,600
423
$45K ﹤0.01%
390
424
$44K ﹤0.01%
386
425
$44K ﹤0.01%
371
15 16
17
18 19