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
176
$407K 0.02%
6,989
177
$406K 0.02%
4,000
178
$404K 0.02%
6,613
-700
179
$401K 0.02%
2,694
180
$401K 0.02%
6,774
181
$400K 0.02%
100
182
$398K 0.02%
1,756
+65
183
$397K 0.02%
5,722
+85
184
$386K 0.02%
15,852
185
$386K 0.02%
9,748
-2,181
186
$385K 0.02%
9,228
-4
187
$379K 0.02%
2,225
188
$369K 0.02%
2,712
189
$369K 0.02%
5,635
190
$362K 0.02%
2,075
+1
191
$355K 0.02%
5,013
-43
192
$354K 0.02%
4,798
+160
193
$350K 0.02%
1,805
194
$350K 0.02%
1,570
-132
195
$348K 0.02%
2,028
+3
196
$328K 0.02%
9,178
197
$325K 0.02%
6,483
198
$323K 0.02%
6,267
-318
199
$320K 0.02%
8,980
-563
200
$316K 0.01%
3,299
-4
6 7
8
9 10