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
901
$1K ﹤0.01%
36
-2
902
$1K ﹤0.01%
36
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903
$1K ﹤0.01%
39
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904
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28
-1
905
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6
906
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-1
907
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-2
908
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31
909
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30
910
$1K ﹤0.01%
36
+1
911
$1K ﹤0.01%
123
+27
912
$1K ﹤0.01%
16
-17
913
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-1
914
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37
-10
915
$1K ﹤0.01%
24
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916
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917
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7
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918
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28
-3
919
$1K ﹤0.01%
14
+2
920
$1K ﹤0.01%
50
921
$1K ﹤0.01%
1,000
922
$1K ﹤0.01%
56
923
$0 ﹤0.01%
+50
924
– –
-12
925
– –
-800
35 36
37
38 39