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
776
$3K ﹤0.01%
191
777
$3K ﹤0.01%
50
778
$3K ﹤0.01%
372
779
$3K ﹤0.01%
+36
780
$3K ﹤0.01%
289
-45
781
$3K ﹤0.01%
24
782
$3K ﹤0.01%
70
783
$3K ﹤0.01%
23
784
$3K ﹤0.01%
500
785
$3K ﹤0.01%
78
-5
786
$3K ﹤0.01%
118
787
$3K ﹤0.01%
205
-61
788
$3K ﹤0.01%
51
789
$2K ﹤0.01%
26
-4
790
$2K ﹤0.01%
12
791
$2K ﹤0.01%
1
792
$2K ﹤0.01%
35
793
$2K ﹤0.01%
29
+2
794
$2K ﹤0.01%
98
795
$2K ﹤0.01%
13
796
$2K ﹤0.01%
665
797
$2K ﹤0.01%
18
-1
798
$2K ﹤0.01%
3
799
$2K ﹤0.01%
137
800
$2K ﹤0.01%
32
+1
30 31
32
33 34