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
426
$44K ﹤0.01%
115
-10
427
$44K ﹤0.01%
425
428
$44K ﹤0.01%
951
-15
429
$43K ﹤0.01%
207
430
$43K ﹤0.01%
760
+400
431
$43K ﹤0.01%
647
432
$43K ﹤0.01%
2,440
433
$43K ﹤0.01%
715
-65
434
$43K ﹤0.01%
1,450
435
$43K ﹤0.01%
4,000
436
$42K ﹤0.01%
500
437
$42K ﹤0.01%
1,500
438
$42K ﹤0.01%
1,763
439
$42K ﹤0.01%
401
440
$42K ﹤0.01%
396
+187
441
$41K ﹤0.01%
2,150
+1,150
442
$41K ﹤0.01%
500
443
$40K ﹤0.01%
600
444
$40K ﹤0.01%
1,500
445
$40K ﹤0.01%
1,047
446
$39K ﹤0.01%
+1,523
447
$39K ﹤0.01%
2,240
-590
448
$38K ﹤0.01%
450
449
$37K ﹤0.01%
216
-72
450
$37K ﹤0.01%
+647
16 17
18
19 20