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
701
$6K ﹤0.01%
156
702
$6K ﹤0.01%
120
703
$6K ﹤0.01%
270
704
$6K ﹤0.01%
200
705
$6K ﹤0.01%
85
706
$5K ﹤0.01%
112
707
$5K ﹤0.01%
+80
708
$5K ﹤0.01%
720
-59
709
$5K ﹤0.01%
198
710
$5K ﹤0.01%
84
+1
711
$5K ﹤0.01%
+200
712
$5K ﹤0.01%
442
713
$5K ﹤0.01%
421
714
$5K ﹤0.01%
500
715
$5K ﹤0.01%
+23
716
$5K ﹤0.01%
107
-15
717
$5K ﹤0.01%
27
718
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292
+77
719
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187
720
$5K ﹤0.01%
75
721
$5K ﹤0.01%
150
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
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