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
601
$15K ﹤0.01%
280
-20
602
$15K ﹤0.01%
75
603
$15K ﹤0.01%
242
604
$15K ﹤0.01%
350
-164
605
$15K ﹤0.01%
10
606
$14K ﹤0.01%
114
+7
607
$14K ﹤0.01%
100
608
$14K ﹤0.01%
1,250
609
$14K ﹤0.01%
200
610
$14K ﹤0.01%
450
611
$14K ﹤0.01%
2,738
612
$14K ﹤0.01%
26
613
$14K ﹤0.01%
200
614
$14K ﹤0.01%
2,433
+833
615
$13K ﹤0.01%
1,011
616
$13K ﹤0.01%
750
617
$13K ﹤0.01%
428
618
$13K ﹤0.01%
160
619
$13K ﹤0.01%
500
620
$13K ﹤0.01%
591
621
$13K ﹤0.01%
300
622
$13K ﹤0.01%
700
623
$13K ﹤0.01%
400
-22
624
$13K ﹤0.01%
466
-36
625
$13K ﹤0.01%
340
23 24
25
26 27