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
676
$8K ﹤0.01%
100
677
$8K ﹤0.01%
75
678
$8K ﹤0.01%
720
679
$8K ﹤0.01%
+491
680
$8K ﹤0.01%
76
681
$8K ﹤0.01%
663
682
$8K ﹤0.01%
58
+1
683
$7K ﹤0.01%
167
684
$7K ﹤0.01%
958
685
$7K ﹤0.01%
+144
686
$7K ﹤0.01%
800
687
$7K ﹤0.01%
212
688
$7K ﹤0.01%
+160
689
$7K ﹤0.01%
1,000
690
$7K ﹤0.01%
261
-22
691
$6K ﹤0.01%
60
-5
692
$6K ﹤0.01%
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693
$6K ﹤0.01%
300
694
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50
695
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200
696
$6K ﹤0.01%
97
697
$6K ﹤0.01%
633
-574
698
$6K ﹤0.01%
166
699
$6K ﹤0.01%
92
-36
700
$6K ﹤0.01%
40
26 27
28
29 30