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
551
$19K ﹤0.01%
480
552
$19K ﹤0.01%
650
553
$19K ﹤0.01%
590
554
$19K ﹤0.01%
172
555
$19K ﹤0.01%
328
556
$19K ﹤0.01%
1,836
557
$19K ﹤0.01%
407
558
$19K ﹤0.01%
161
559
$19K ﹤0.01%
412
560
$19K ﹤0.01%
700
561
$18K ﹤0.01%
419
562
$18K ﹤0.01%
500
-1,000
563
$18K ﹤0.01%
232
564
$18K ﹤0.01%
4,400
565
$18K ﹤0.01%
43
-1
566
$18K ﹤0.01%
996
567
$18K ﹤0.01%
1,160
568
$18K ﹤0.01%
76
569
$17K ﹤0.01%
380
570
$17K ﹤0.01%
303
571
$17K ﹤0.01%
400
572
$17K ﹤0.01%
222
+2
573
$17K ﹤0.01%
500
574
$17K ﹤0.01%
180
575
$17K ﹤0.01%
44
21 22
23
24 25