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
826
$2K ﹤0.01%
38
+9
827
$2K ﹤0.01%
86
828
$2K ﹤0.01%
22
-5
829
$2K ﹤0.01%
75
-12
830
$2K ﹤0.01%
103
831
$1K ﹤0.01%
10
832
$1K ﹤0.01%
27
+11
833
$1K ﹤0.01%
32
-1
834
$1K ﹤0.01%
51
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835
$1K ﹤0.01%
155
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836
$1K ﹤0.01%
10
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837
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23
838
$1K ﹤0.01%
+54
839
$1K ﹤0.01%
30
-11
840
$1K ﹤0.01%
19
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$1K ﹤0.01%
38
842
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34
-1
843
$1K ﹤0.01%
56
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844
$1K ﹤0.01%
2
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845
$1K ﹤0.01%
+45
846
$1K ﹤0.01%
100
847
$1K ﹤0.01%
28
848
$1K ﹤0.01%
150
849
$1K ﹤0.01%
+60
850
$1K ﹤0.01%
17
-4
32 33
34
35 36