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
801
$2K ﹤0.01%
3
802
$2K ﹤0.01%
32
+1
803
$2K ﹤0.01%
41
-7
804
$2K ﹤0.01%
100
805
$2K ﹤0.01%
19
-1
806
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25
+3
807
$2K ﹤0.01%
13
-10
808
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77
-4
809
$2K ﹤0.01%
108
-72
810
$2K ﹤0.01%
88
811
$2K ﹤0.01%
105
812
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50
813
$2K ﹤0.01%
100
814
$2K ﹤0.01%
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815
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7
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816
$2K ﹤0.01%
19
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817
$2K ﹤0.01%
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818
$2K ﹤0.01%
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819
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38
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820
$2K ﹤0.01%
86
821
$2K ﹤0.01%
22
-5
822
$2K ﹤0.01%
75
-12
823
$2K ﹤0.01%
103
824
$2K ﹤0.01%
26
-2
825
$2K ﹤0.01%
80
+8
31 32
33
34 35