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
301
$66.2K 0.01%
1,368
302
$66.1K 0.01%
1,129
303
$64.5K 0.01%
980
304
$63.8K 0.01%
705
305
$63K 0.01%
670
306
$60.4K 0.01%
545
-5
307
$60K 0.01%
650
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308
$58.2K ﹤0.01%
374
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309
$57.1K ﹤0.01%
+536
310
$57K ﹤0.01%
447
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311
$57K ﹤0.01%
382
312
$56.6K ﹤0.01%
2,200
313
$53.5K ﹤0.01%
208
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314
$52.9K ﹤0.01%
691
315
$52.3K ﹤0.01%
26
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316
$52K ﹤0.01%
839
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$51.2K ﹤0.01%
232
318
$51.2K ﹤0.01%
1,276
319
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320
$50.5K ﹤0.01%
217
321
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200
322
$49.8K ﹤0.01%
920
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323
$49.7K ﹤0.01%
321
324
$49.4K ﹤0.01%
200
325
$49.2K ﹤0.01%
1,456
11 12
13
14 15