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
151
$683K 0.03%
11,074
-390
152
$682K 0.03%
9,450
-72
153
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14,613
-93
154
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8,253
155
$653K 0.03%
12,000
156
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1,270
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157
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4,690
-75
158
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159
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12,325
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160
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162
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163
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166
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171
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172
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33,320
173
$435K 0.02%
3,276
174
$433K 0.02%
5,270
-100
175
$413K 0.02%
3,035
5 6
7
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