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
801
$2K ﹤0.01%
32
+1
802
$2K ﹤0.01%
41
-7
803
$2K ﹤0.01%
26
-2
804
$2K ﹤0.01%
100
805
$2K ﹤0.01%
19
-1
806
$2K ﹤0.01%
200
807
$2K ﹤0.01%
197
808
$2K ﹤0.01%
26
809
$2K ﹤0.01%
20
810
$2K ﹤0.01%
25
+3
811
$2K ﹤0.01%
13
-10
812
$2K ﹤0.01%
77
-4
813
$2K ﹤0.01%
80
+8
814
$2K ﹤0.01%
39
-1
815
$2K ﹤0.01%
20
816
$2K ﹤0.01%
70
817
$2K ﹤0.01%
10
818
$2K ﹤0.01%
125
819
$2K ﹤0.01%
108
-72
820
$2K ﹤0.01%
88
821
$2K ﹤0.01%
105
822
$2K ﹤0.01%
50
823
$2K ﹤0.01%
100
824
$2K ﹤0.01%
21
825
$2K ﹤0.01%
7
-2
31 32
33
34 35