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
751
$4K ﹤0.01%
286
752
$4K ﹤0.01%
19
+5
753
$4K ﹤0.01%
50
754
$4K ﹤0.01%
135
755
$4K ﹤0.01%
55
-19
756
$3K ﹤0.01%
34
757
$3K ﹤0.01%
49
+4
758
$3K ﹤0.01%
20
759
$3K ﹤0.01%
116
760
$3K ﹤0.01%
50
761
$3K ﹤0.01%
162
762
$3K ﹤0.01%
75
763
$3K ﹤0.01%
277
+1
764
$3K ﹤0.01%
71
765
$3K ﹤0.01%
100
766
$3K ﹤0.01%
60
767
$3K ﹤0.01%
30
768
$3K ﹤0.01%
100
769
$3K ﹤0.01%
23
-2
770
$3K ﹤0.01%
61
771
$3K ﹤0.01%
23
-38
772
$3K ﹤0.01%
70
773
$3K ﹤0.01%
109
-14
774
$3K ﹤0.01%
100
775
$3K ﹤0.01%
+100
29 30
31
32 33