WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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
+$3.27M
2
+$3.11M
3
+$2.55M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.61M
5
SYY icon
Sysco
SYY
+$871K

Top Sells

1
+$5.45M
2
+$3.1M
3
+$1.53M
4
T icon
AT&T
T
+$1.36M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$1.21M

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
501
$27K ﹤0.01%
968
-40
502
$27K ﹤0.01%
150
503
$27K ﹤0.01%
385
-40
504
$26K ﹤0.01%
975
505
$26K ﹤0.01%
65
506
$26K ﹤0.01%
820
507
$26K ﹤0.01%
524
508
$26K ﹤0.01%
80
509
$26K ﹤0.01%
105
-40
510
$26K ﹤0.01%
400
511
$26K ﹤0.01%
165
-400
512
$26K ﹤0.01%
1,348
513
$26K ﹤0.01%
150
514
$25K ﹤0.01%
+1,000
515
$25K ﹤0.01%
+1,000
516
$25K ﹤0.01%
700
517
$25K ﹤0.01%
441
518
$25K ﹤0.01%
589
519
$25K ﹤0.01%
107
520
$25K ﹤0.01%
385
521
$25K ﹤0.01%
102
522
$24K ﹤0.01%
235
523
$24K ﹤0.01%
100
524
$24K ﹤0.01%
500
525
$24K ﹤0.01%
200
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