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
776
$3K ﹤0.01%
70
777
$3K ﹤0.01%
109
-14
778
$3K ﹤0.01%
100
779
$3K ﹤0.01%
+100
780
$3K ﹤0.01%
191
781
$3K ﹤0.01%
50
782
$3K ﹤0.01%
372
783
$3K ﹤0.01%
+36
784
$3K ﹤0.01%
289
-45
785
$3K ﹤0.01%
24
786
$3K ﹤0.01%
70
787
$3K ﹤0.01%
34
788
$3K ﹤0.01%
100
789
$2K ﹤0.01%
86
790
$2K ﹤0.01%
26
-4
791
$2K ﹤0.01%
12
792
$2K ﹤0.01%
1
793
$2K ﹤0.01%
35
794
$2K ﹤0.01%
29
+2
795
$2K ﹤0.01%
98
796
$2K ﹤0.01%
13
797
$2K ﹤0.01%
665
798
$2K ﹤0.01%
18
-1
799
$2K ﹤0.01%
3
800
$2K ﹤0.01%
137
30 31
32
33 34