WTA

Washington Trust Advisors Portfolio holdings

AUM $1.23B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$5.81M
3
+$3.4M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$2.64M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.61M

Top Sells

1
+$6.25M
2
+$1.36M
3
+$1.24M
4
KMI icon
Kinder Morgan
KMI
+$1.13M
5
PWR icon
Quanta Services
PWR
+$1.07M

Sector Composition

1 Technology 19.09%
2 Healthcare 13.25%
3 Communication Services 12.74%
4 Industrials 12.57%
5 Consumer Discretionary 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$84.5K 0.01%
327
-105
277
$82.8K 0.01%
344
+1
278
$80.8K 0.01%
546
-222
279
$80.4K 0.01%
903
280
$79.7K 0.01%
3,207
281
$79.7K 0.01%
1,312
282
$78.5K 0.01%
1,302
+284
283
$76.6K 0.01%
1,005
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284
$75.4K 0.01%
694
285
$75.3K 0.01%
1,725
286
$75K 0.01%
400
287
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288
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945
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289
$74.1K 0.01%
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827
291
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823
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292
$71.2K 0.01%
125
293
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+2,965
294
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1,030
295
$69.1K 0.01%
697
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296
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800
297
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795
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298
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350
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299
$67.2K 0.01%
1,171
-28
300
$67.2K 0.01%
750
10 11
12
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