WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
801
$2K ﹤0.01%
38
+9
802
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86
803
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22
-5
804
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75
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805
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806
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807
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808
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1
809
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35
810
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29
+2
811
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98
812
$2K ﹤0.01%
13
813
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665
814
$2K ﹤0.01%
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-1
815
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3
816
$2K ﹤0.01%
19
-1
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200
818
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20
819
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25
+3
820
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13
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821
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77
-4
822
$2K ﹤0.01%
80
+8
823
$2K ﹤0.01%
39
-1
824
$2K ﹤0.01%
20
825
$2K ﹤0.01%
70
31 32
33
34 35