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
76
$10.6M 0.5%
118,512
+2,972
77
$10.5M 0.5%
111,733
+1,518
78
$10.4M 0.49%
73,117
+799
79
$9.98M 0.47%
20,968
-223
80
$9.72M 0.46%
127,287
+2,095
81
$9.36M 0.44%
120,232
-1,555
82
$9.11M 0.43%
326,528
-1,814
83
$8.9M 0.42%
271,599
+4,095
84
$8.44M 0.4%
55,182
+347
85
$8.17M 0.38%
77,740
-725
86
$7.79M 0.37%
626,422
+10,823
87
$7.7M 0.36%
4,403
-59
88
$7.65M 0.36%
122,397
-1,775
89
$7.62M 0.36%
241,934
-2,786
90
$7.45M 0.35%
302,015
+8,286
91
$7.45M 0.35%
90,204
+4,116
92
$6.85M 0.32%
47,713
-168
93
$6.58M 0.31%
71,258
+5,389
94
$6.52M 0.31%
57,269
-300
95
$5.88M 0.28%
287,201
+5,948
96
$5.71M 0.27%
84,660
-598
97
$5.54M 0.26%
110,789
-1,121
98
$5.11M 0.24%
33,369
+351
99
$4.88M 0.23%
25,845
+15,935
100
$4.16M 0.2%
15,224
-502
2 3
4
5 6