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
26
$21.2M 1%
208,394
+23,537
27
$21.1M 0.99%
60,868
-1,758
28
$20M 0.94%
119,791
+822
29
$19.6M 0.92%
203,863
+1,212
30
$18.7M 0.88%
369,310
-393
31
$18.5M 0.87%
353,366
+3,647
32
$18.3M 0.86%
87,061
-761
33
$18M 0.84%
70,328
-73
34
$17.8M 0.84%
254,642
+6,520
35
$17.7M 0.83%
114,238
+576
36
$17.6M 0.83%
28,871
+289
37
$17.6M 0.83%
36,689
-339
38
$17.6M 0.82%
207,384
+10,394
39
$17.1M 0.8%
167,919
-4,311
40
$17M 0.8%
105,193
+2,622
41
$17M 0.8%
25,815
+61
42
$16.7M 0.78%
114,180
-12
43
$16.5M 0.77%
156,230
+149
44
$16.2M 0.76%
93,528
-162
45
$16.1M 0.76%
180,636
+1,657
46
$15.4M 0.72%
314,176
-10,459
47
$15.4M 0.72%
392,006
+17,015
48
$15.2M 0.71%
87,519
-244
49
$15.2M 0.71%
244,895
+76
50
$14.7M 0.69%
970,170
-288,910
1
2
3 4 5