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
576
$17K ﹤0.01%
183
-75
577
$17K ﹤0.01%
175
578
$17K ﹤0.01%
370
+2
579
$17K ﹤0.01%
85
580
$17K ﹤0.01%
1,300
581
$17K ﹤0.01%
926
+126
582
$17K ﹤0.01%
55
583
$17K ﹤0.01%
864
584
$17K ﹤0.01%
406
585
$17K ﹤0.01%
91
+19
586
$16K ﹤0.01%
290
-10
587
$16K ﹤0.01%
132
588
$16K ﹤0.01%
200
589
$16K ﹤0.01%
507
590
$16K ﹤0.01%
175
+50
591
$16K ﹤0.01%
400
592
$16K ﹤0.01%
300
593
$15K ﹤0.01%
150
594
$15K ﹤0.01%
235
-32
595
$15K ﹤0.01%
5,000
596
$15K ﹤0.01%
32
597
$15K ﹤0.01%
1,160
-200
598
$15K ﹤0.01%
330
599
$15K ﹤0.01%
200
600
$15K ﹤0.01%
150
22 23
24
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