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
451
$12.2K ﹤0.01%
575
452
$11.9K ﹤0.01%
67
+2
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$11.8K ﹤0.01%
450
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$11.2K ﹤0.01%
424
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$11.1K ﹤0.01%
+141
466
$11.1K ﹤0.01%
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$10.9K ﹤0.01%
94
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$10.9K ﹤0.01%
58
+23
469
$10.7K ﹤0.01%
+28
470
$10.7K ﹤0.01%
856
471
$10.5K ﹤0.01%
93
472
$10.5K ﹤0.01%
1,079
473
$10.4K ﹤0.01%
45
-11
474
$10.3K ﹤0.01%
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475
$10.3K ﹤0.01%
149