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
826
$2K ﹤0.01%
19
+3
827
$2K ﹤0.01%
38
+9
828
$2K ﹤0.01%
22
-5
829
$2K ﹤0.01%
75
-12
830
$2K ﹤0.01%
103
831
$1K ﹤0.01%
270
832
$1K ﹤0.01%
28
833
$1K ﹤0.01%
39
-1
834
$1K ﹤0.01%
23
-1
835
$1K ﹤0.01%
60
+17
836
$1K ﹤0.01%
9
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837
$1K ﹤0.01%
20
838
$1K ﹤0.01%
10
839
$1K ﹤0.01%
27
+11
840
$1K ﹤0.01%
32
-1
841
$1K ﹤0.01%
51
+6
842
$1K ﹤0.01%
155
-20
843
$1K ﹤0.01%
10
-1
844
$1K ﹤0.01%
23
845
$1K ﹤0.01%
+54
846
$1K ﹤0.01%
30
-11
847
$1K ﹤0.01%
19
-1
848
$1K ﹤0.01%
38
849
$1K ﹤0.01%
34
-1
850
$1K ﹤0.01%
56
-3
32 33
34
35 36