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
851
$1K ﹤0.01%
+37
852
$1K ﹤0.01%
25
-5
853
$1K ﹤0.01%
49
-3
854
$1K ﹤0.01%
5
855
$1K ﹤0.01%
25
-49
856
$1K ﹤0.01%
39
-1
857
$1K ﹤0.01%
23
-1
858
$1K ﹤0.01%
60
+17
859
$1K ﹤0.01%
50
860
$1K ﹤0.01%
18
-4
861
$1K ﹤0.01%
+32
862
$1K ﹤0.01%
7
863
$1K ﹤0.01%
115
+94
864
$1K ﹤0.01%
57
-2
865
$1K ﹤0.01%
270
866
$1K ﹤0.01%
13
867
$1K ﹤0.01%
51
868
$1K ﹤0.01%
26
-9
869
$1K ﹤0.01%
+30
870
$1K ﹤0.01%
12
-1
871
$1K ﹤0.01%
43
+12
872
$1K ﹤0.01%
27
+2
873
$1K ﹤0.01%
2
-1
874
$1K ﹤0.01%
9
-1
875
$1K ﹤0.01%
4
33 34
35
36 37