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
901
$1K ﹤0.01%
39
+4
902
$1K ﹤0.01%
28
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903
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6
904
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15
-1
905
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25
-2
906
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-2
907
$1K ﹤0.01%
20
908
$1K ﹤0.01%
305
909
$1K ﹤0.01%
30
910
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36
+1
911
$1K ﹤0.01%
123
+27
912
$1K ﹤0.01%
16
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913
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914
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37
-10
915
$1K ﹤0.01%
24
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916
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28
917
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7
-2
918
$1K ﹤0.01%
28
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919
$1K ﹤0.01%
14
+2
920
$1K ﹤0.01%
50
921
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1,000
922
$1K ﹤0.01%
56
923
– –
-12
924
– –
-800
925
– –
-4
35 36
37
38 39