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
526
$24K ﹤0.01%
420
527
$24K ﹤0.01%
1,440
528
$24K ﹤0.01%
680
529
$24K ﹤0.01%
72
530
$23K ﹤0.01%
1,111
531
$23K ﹤0.01%
321
-12
532
$23K ﹤0.01%
490
-104
533
$22K ﹤0.01%
200
534
$22K ﹤0.01%
231
-264
535
$22K ﹤0.01%
381
+6
536
$22K ﹤0.01%
1,670
537
$22K ﹤0.01%
1,100
538
$22K ﹤0.01%
665
539
$21K ﹤0.01%
182
-1,521
540
$21K ﹤0.01%
1,230
541
$21K ﹤0.01%
548
542
$21K ﹤0.01%
263
543
$21K ﹤0.01%
135
544
$21K ﹤0.01%
900
545
$20K ﹤0.01%
1,500
546
$20K ﹤0.01%
400
547
$20K ﹤0.01%
900
548
$20K ﹤0.01%
1,362
549
$20K ﹤0.01%
53
550
$20K ﹤0.01%
200
20 21
22
23 24