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
126
$1.13M 0.05%
16,148
127
$1.11M 0.05%
15,410
128
$1.08M 0.05%
27,613
-321
129
$1.07M 0.05%
7,462
130
$1.06M 0.05%
23,450
-1,600
131
$1.04M 0.05%
17,971
-1,322
132
$980K 0.05%
7,710
133
$949K 0.04%
2,926
-25
134
$939K 0.04%
32,289
-65
135
$915K 0.04%
21,314
136
$910K 0.04%
4,163
137
$862K 0.04%
11,306
-811
138
$846K 0.04%
20,100
139
$834K 0.04%
7,776
-451
140
$830K 0.04%
4,929
-75
141
$823K 0.04%
3,621
142
$809K 0.04%
5,733
-92
143
$777K 0.04%
10,869
+8,201
144
$752K 0.04%
6,734
145
$723K 0.03%
4,042
+18
146
$721K 0.03%
9,483
147
$711K 0.03%
7,209
-213
148
$708K 0.03%
7,953
-125
149
$707K 0.03%
7,432
150
$699K 0.03%
5,047
+351
4 5
6
7 8