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
626
$13K ﹤0.01%
155
-200
627
$13K ﹤0.01%
253
-28
628
$13K ﹤0.01%
89
629
$12K ﹤0.01%
1,200
630
$12K ﹤0.01%
3,597
631
$12K ﹤0.01%
208
632
$12K ﹤0.01%
735
+98
633
$12K ﹤0.01%
45
634
$12K ﹤0.01%
275
635
$12K ﹤0.01%
268
636
$12K ﹤0.01%
256
637
$11K ﹤0.01%
115
638
$11K ﹤0.01%
140
-10
639
$11K ﹤0.01%
2,000
640
$10K ﹤0.01%
56
641
$10K ﹤0.01%
302
642
$10K ﹤0.01%
1,243
643
$10K ﹤0.01%
500
644
$10K ﹤0.01%
175
645
$10K ﹤0.01%
359
646
$10K ﹤0.01%
135
647
$10K ﹤0.01%
+350
648
$10K ﹤0.01%
265
+30
649
$10K ﹤0.01%
64
650
$10K ﹤0.01%
311
24 25
26
27 28