WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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
+$3.27M
2
+$3.11M
3
+$2.55M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.61M
5
SYY icon
Sysco
SYY
+$871K

Top Sells

1
+$5.45M
2
+$3.1M
3
+$1.53M
4
T icon
AT&T
T
+$1.36M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$1.21M

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
701
$6K ﹤0.01%
156
702
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703
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704
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705
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85
706
$5K ﹤0.01%
150
707
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75
708
$5K ﹤0.01%
112
709
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+80
710
$5K ﹤0.01%
720
-59
711
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198
712
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84
+1
713
$5K ﹤0.01%
+200
714
$5K ﹤0.01%
442
715
$5K ﹤0.01%
421
716
$5K ﹤0.01%
500
717
$5K ﹤0.01%
+23
718
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107
-15
719
$5K ﹤0.01%
27
720
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292
+77
721
$5K ﹤0.01%
187
722
$5K ﹤0.01%
183
+18
723
$5K ﹤0.01%
1,675
-144
724
$5K ﹤0.01%
914
-114
725
$5K ﹤0.01%
176
+71
27 28
29
30 31