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
476
$32K ﹤0.01%
150
477
$32K ﹤0.01%
400
478
$32K ﹤0.01%
450
479
$32K ﹤0.01%
470
480
$32K ﹤0.01%
1,027
481
$31K ﹤0.01%
+250
482
$31K ﹤0.01%
4,116
483
$31K ﹤0.01%
1,381
484
$30K ﹤0.01%
3,000
485
$30K ﹤0.01%
480
486
$30K ﹤0.01%
188
+82
487
$30K ﹤0.01%
153
-45
488
$29K ﹤0.01%
200
489
$29K ﹤0.01%
278
490
$29K ﹤0.01%
1,500
491
$29K ﹤0.01%
249
492
$28K ﹤0.01%
860
493
$28K ﹤0.01%
1,216
+16
494
$28K ﹤0.01%
388
+15
495
$28K ﹤0.01%
661
-12
496
$28K ﹤0.01%
351
497
$28K ﹤0.01%
500
498
$28K ﹤0.01%
190
499
$28K ﹤0.01%
500
-100
500
$28K ﹤0.01%
175
18 19
20
21 22