WT

Washington Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
951
$0 ﹤0.01%
+3
952
$0 ﹤0.01%
2
953
– –
-872
954
– –
-2,400
955
$0 ﹤0.01%
2
-1
956
$0 ﹤0.01%
4
-5
957
$0 ﹤0.01%
10
-10
958
– –
0
959
– –
-225
960
– –
-2
961
– –
-10
962
$0 ﹤0.01%
10
963
– –
-1,000
964
$0 ﹤0.01%
15
965
– –
-550
966
$0 ﹤0.01%
27
967
– –
-1
968
– –
-5
969
$0 ﹤0.01%
+50
970
– –
-100
971
$0 ﹤0.01%
785
972
– –
-33,123
973
– –
-700
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