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
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%
49
+4
757
$3K ﹤0.01%
20
758
$3K ﹤0.01%
116
759
$3K ﹤0.01%
50
760
$3K ﹤0.01%
162
761
$3K ﹤0.01%
75
762
$3K ﹤0.01%
277
+1
763
$3K ﹤0.01%
71
764
$3K ﹤0.01%
23
765
$3K ﹤0.01%
500
766
$3K ﹤0.01%
78
-5
767
$3K ﹤0.01%
118
768
$3K ﹤0.01%
205
-61
769
$3K ﹤0.01%
51
770
$3K ﹤0.01%
60
771
$3K ﹤0.01%
30
772
$3K ﹤0.01%
100
773
$3K ﹤0.01%
23
-2
774
$3K ﹤0.01%
61
775
$3K ﹤0.01%
23
-38
29 30
31
32 33