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
101
$3.32M 0.16%
15,560
-25
102
$3.23M 0.15%
13,089
+155
103
$3.21M 0.15%
35,211
+1,188
104
$3.09M 0.15%
36,112
-5,491
105
$3.07M 0.14%
30,304
+1,379
106
$2.78M 0.13%
25,400
-1,500
107
$2.7M 0.13%
9,003
108
$2.39M 0.11%
10,995
+31
109
$2.16M 0.1%
79,492
-4
110
$2.05M 0.1%
14,167
-591
111
$2.04M 0.1%
5
-1
112
$1.84M 0.09%
16,166
-53
113
$1.81M 0.08%
28,748
+2,259
114
$1.72M 0.08%
12,199
-627
115
$1.71M 0.08%
18,807
-1,020
116
$1.39M 0.07%
37,186
-3,891
117
$1.36M 0.06%
16,897
118
$1.34M 0.06%
20,573
-376
119
$1.25M 0.06%
5,572
+344
120
$1.25M 0.06%
6,851
+165
121
$1.25M 0.06%
17,826
+988
122
$1.23M 0.06%
12,074
-203
123
$1.19M 0.06%
11,010
-867
124
$1.15M 0.05%
3,042
125
$1.15M 0.05%
14,893
-1,022
3 4
5
6 7