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
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%
700
515
$25K ﹤0.01%
441
516
$25K ﹤0.01%
589
517
$25K ﹤0.01%
107
518
$25K ﹤0.01%
385
519
$25K ﹤0.01%
102
520
$25K ﹤0.01%
+1,000
521
$25K ﹤0.01%
+1,000
522
$24K ﹤0.01%
235
523
$24K ﹤0.01%
100
524
$24K ﹤0.01%
500
525
$24K ﹤0.01%
200
19 20
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