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
651
$10K ﹤0.01%
71
+10
652
$10K ﹤0.01%
180
653
$10K ﹤0.01%
88
654
$9K ﹤0.01%
100
655
$9K ﹤0.01%
200
656
$9K ﹤0.01%
120
+8
657
$9K ﹤0.01%
41
658
$9K ﹤0.01%
350
659
$9K ﹤0.01%
215
+200
660
$9K ﹤0.01%
35
661
$9K ﹤0.01%
300
662
$9K ﹤0.01%
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663
$9K ﹤0.01%
265
-2
664
$8K ﹤0.01%
151
665
$8K ﹤0.01%
78
666
$8K ﹤0.01%
200
667
$8K ﹤0.01%
245
668
$8K ﹤0.01%
372
669
$8K ﹤0.01%
2,100
670
$8K ﹤0.01%
100
671
$8K ﹤0.01%
600
672
$8K ﹤0.01%
260
673
$8K ﹤0.01%
118
674
$8K ﹤0.01%
150
675
$8K ﹤0.01%
564
25 26
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