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
426
$16K ﹤0.01%
92
-13
427
$15.5K ﹤0.01%
505
-34
428
$15.4K ﹤0.01%
820
429
$15.1K ﹤0.01%
114
430
$15.1K ﹤0.01%
+970
431
$14.9K ﹤0.01%
324
+138
432
$14.8K ﹤0.01%
+3,281
433
$14.7K ﹤0.01%
230
434
$14.6K ﹤0.01%
173
-19
435
$14.6K ﹤0.01%
+800
436
$14.4K ﹤0.01%
67
437
$14.4K ﹤0.01%
67
-15
438
$14.3K ﹤0.01%
86
439
$14.3K ﹤0.01%
147
-90
440
$14.2K ﹤0.01%
100
-71
441
$13.6K ﹤0.01%
159
+37
442
$13.6K ﹤0.01%
1,948
+207
443
$13.5K ﹤0.01%
280
-5
444
$13.3K ﹤0.01%
152
445
$13.2K ﹤0.01%
101
446
$13.1K ﹤0.01%
213
447
$12.9K ﹤0.01%
137
448
$12.6K ﹤0.01%
100
449
$12.5K ﹤0.01%
53
450
$12.4K ﹤0.01%
233
16 17
18
19 20