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
201
$315K 0.01%
3,460
+100
202
$313K 0.01%
1,309
-1
203
$313K 0.01%
7,885
204
$307K 0.01%
+8,558
205
$300K 0.01%
1,955
206
$295K 0.01%
3,800
-28
207
$291K 0.01%
4,075
-200
208
$287K 0.01%
8,051
+12
209
$283K 0.01%
1,554
210
$278K 0.01%
5,008
-1,772
211
$274K 0.01%
1,500
212
$272K 0.01%
+5,268
213
$271K 0.01%
7,900
214
$266K 0.01%
11,417
215
$264K 0.01%
999
-31
216
$263K 0.01%
5,402
217
$259K 0.01%
4,680
-163
218
$253K 0.01%
100,000
219
$251K 0.01%
5,943
220
$251K 0.01%
2,000
-4
221
$248K 0.01%
3,800
-200
222
$244K 0.01%
2,970
223
$240K 0.01%
2,188
-36
224
$239K 0.01%
2,245
225
$233K 0.01%
2,755
-79
7 8
9
10 11