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
51
$14.6M 0.69%
262,088
+1,087
52
$14.5M 0.68%
42,895
+1,264
53
$14.2M 0.67%
130,365
+3,966
54
$14.2M 0.66%
298,465
+5,916
55
$13.8M 0.65%
130,501
-236
56
$13.4M 0.63%
329,820
+5,949
57
$13.4M 0.63%
104,557
+4,248
58
$13.2M 0.62%
224,369
-2,794
59
$13M 0.61%
124,081
-154
60
$13M 0.61%
30,183
+477
61
$13M 0.61%
90,190
-2,259
62
$12.8M 0.6%
139,798
-1,029
63
$12.8M 0.6%
32,330
+108
64
$12.7M 0.59%
39,696
+1,567
65
$12.6M 0.59%
51,656
-829
66
$12.5M 0.59%
62,837
+610
67
$12.4M 0.58%
593,785
-68,342
68
$12.3M 0.58%
33,697
+318
69
$12M 0.56%
146,043
-134
70
$11.8M 0.56%
74,991
+560
71
$11.8M 0.55%
60,006
+498
72
$11.6M 0.54%
70,291
+604
73
$11.6M 0.54%
271,704
+3,777
74
$11.4M 0.53%
142,515
+2,262
75
$11M 0.52%
120,384
+2,068
1 2
3
4 5