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
451
$37K ﹤0.01%
206
+103
452
$37K ﹤0.01%
590
+190
453
$37K ﹤0.01%
92
454
$36K ﹤0.01%
514
+55
455
$36K ﹤0.01%
728
456
$36K ﹤0.01%
591
457
$36K ﹤0.01%
702
458
$36K ﹤0.01%
2,885
459
$36K ﹤0.01%
207
460
$35K ﹤0.01%
1,505
+5
461
$34K ﹤0.01%
+700
462
$34K ﹤0.01%
700
463
$34K ﹤0.01%
250
-83
464
$34K ﹤0.01%
772
465
$34K ﹤0.01%
2,957
466
$34K ﹤0.01%
245
467
$34K ﹤0.01%
419
468
$34K ﹤0.01%
643
469
$33K ﹤0.01%
1,175
470
$33K ﹤0.01%
2,209
-751
471
$33K ﹤0.01%
2,260
472
$33K ﹤0.01%
255
473
$32K ﹤0.01%
1,000
474
$32K ﹤0.01%
1,666
475
$32K ﹤0.01%
789
17 18
19
20 21