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
576
$4.84K ﹤0.01%
8
+1
577
$4.82K ﹤0.01%
+89
578
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66
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579
$4.76K ﹤0.01%
112
580
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243
581
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284
582
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584
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585
$4.33K ﹤0.01%
36
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587
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588
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230
-463
589
$4.05K ﹤0.01%
308
590
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$3.77K ﹤0.01%
25
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593
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$3.59K ﹤0.01%
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595
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596
$3.44K ﹤0.01%
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597
$3.32K ﹤0.01%
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598
$3.15K ﹤0.01%
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599
$3.02K ﹤0.01%
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600
$2.95K ﹤0.01%
8
+1
22 23
24
25 26