WT

Washington Trust Portfolio holdings

AUM $2.83B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
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
1
$98.8M 4.64%
722,646
-10,098
2
$68.8M 3.23%
1,063,749
+22,630
3
$66.3M 3.11%
258,235
-870
4
$63.5M 2.98%
116,959
-1,725
5
$60.6M 2.84%
357,622
-3,114
6
$54.4M 2.55%
499,340
-760
7
$54.1M 2.54%
274,656
-5,572
8
$51.9M 2.43%
487,105
+1,345
9
$46M 2.16%
121,972
-172
10
$45.1M 2.12%
216,992
-2,515
11
$42.5M 2%
377,383
+1,751
12
$38.1M 1.79%
92,230
-2,678
13
$35.2M 1.65%
128,490
-56
14
$34.8M 1.63%
136,564
-753
15
$33.1M 1.55%
1,062,721
+6,812
16
$33M 1.55%
681,944
+540
17
$30.8M 1.45%
128,943
-954
18
$28M 1.31%
575,930
+470
19
$26.3M 1.24%
340,129
+2,878
20
$25.3M 1.19%
91,158
-507
21
$24.8M 1.17%
114,480
+100
22
$24.4M 1.15%
137,493
+1,829
23
$23.8M 1.12%
257,200
+31,825
24
$22.1M 1.04%
268,710
-3,126
25
$21.4M 1%
86,801
-1,879
1
2 3 4 5