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
26
$12.4M 1.04%
145,856
-4,000
27
$12.4M 1.04%
98,435
-4,888
28
$11.7M 0.98%
422,526
-19,208
29
$11.3M 0.94%
26,730
+599
30
$10.3M 0.86%
55,900
-1,828
31
$10.1M 0.84%
19,287
-674
32
$10.1M 0.84%
42,904
-807
33
$9.76M 0.82%
129,031
-8,093
34
$9.63M 0.81%
45,818
-712
35
$9.29M 0.78%
86,350
+822
36
$9.21M 0.77%
274,960
-3,492
37
$9.01M 0.75%
21,951
-207
38
$8.9M 0.74%
57,662
-767
39
$8.67M 0.73%
271,271
-7,049
40
$8.4M 0.7%
113,410
-2,250
41
$8.35M 0.7%
14,251
-30
42
$7.87M 0.66%
195,287
-3,487
43
$7.63M 0.64%
31,821
-337
44
$7.55M 0.63%
83,588
-205
45
$7.22M 0.6%
74,055
+27,051
46
$6.94M 0.58%
59,815
+50,078
47
$6.86M 0.57%
47,465
-1,388
48
$6.33M 0.53%
190,601
+1,008
49
$6.09M 0.51%
222,289
-41,271
50
$5.44M 0.45%
32,139
-120
1
2
3 4 5