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%
39
-1
827
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20
828
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70
829
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10
830
$2K ﹤0.01%
125
831
$1K ﹤0.01%
30
-11
832
$1K ﹤0.01%
19
-1
833
$1K ﹤0.01%
38
834
$1K ﹤0.01%
34
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835
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150
836
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+60
837
$1K ﹤0.01%
17
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838
$1K ﹤0.01%
+37
839
$1K ﹤0.01%
25
-5
840
$1K ﹤0.01%
49
-3
841
$1K ﹤0.01%
5
842
$1K ﹤0.01%
25
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843
$1K ﹤0.01%
39
-1
844
$1K ﹤0.01%
23
-1
845
$1K ﹤0.01%
60
+17
846
$1K ﹤0.01%
50
847
$1K ﹤0.01%
18
-4
848
$1K ﹤0.01%
+32
849
$1K ﹤0.01%
7
850
$1K ﹤0.01%
115
+94
32 33
34
35 36