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
726
$5K ﹤0.01%
150
727
$5K ﹤0.01%
136
+67
728
$4K ﹤0.01%
51
729
$4K ﹤0.01%
2
-1
730
$4K ﹤0.01%
27
731
$4K ﹤0.01%
160
732
$4K ﹤0.01%
272
-27
733
$4K ﹤0.01%
21
-2
734
$4K ﹤0.01%
184
735
$4K ﹤0.01%
106
-9
736
$4K ﹤0.01%
400
-340
737
$4K ﹤0.01%
39
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738
$4K ﹤0.01%
250
739
$4K ﹤0.01%
23
-2
740
$4K ﹤0.01%
61
+2
741
$4K ﹤0.01%
400
742
$4K ﹤0.01%
3
743
$4K ﹤0.01%
401
+17
744
$4K ﹤0.01%
594
745
$4K ﹤0.01%
65
746
$4K ﹤0.01%
107
747
$4K ﹤0.01%
36
-7
748
$4K ﹤0.01%
14
-1
749
$4K ﹤0.01%
478
750
$4K ﹤0.01%
118
28 29
30
31 32