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
$2.73B
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$2.71M
3
+$2.29M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.21M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.11M

Top Sells

1
+$13M
2
+$4.82M
3
+$3.42M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.35M
5
AAPL icon
Apple
AAPL
+$3.24M

Sector Composition

1 Technology 24.56%
2 Financials 9.6%
3 Healthcare 9.16%
4 Industrials 7.95%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
-4,816
877
– –
-2
878
– –
-360
879
– –
-1,626
880
– –
-150
881
– –
-585
882
– –
-113
883
– –
-3,563
884
– –
-83
885
– –
-70
886
– –
-3,276
887
– –
-10
888
– –
-13
889
– –
-704
890
– –
-92
891
– –
-198
892
– –
-1,000
893
– –
-160
894
– –
-1,098
895
– –
-150
896
– –
-636
897
– –
-350
898
– –
-300
899
– –
-70
900
– –
-65
33 34 35
36
37