WTA

Washington Trust Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
-$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1 +$9.96M
2 +$4.46M
3 +$3.4M
4
MSFT icon
Microsoft
MSFT
+$1.94M
5
ARWR icon
Arrowhead Research
ARWR
+$1.57M

Top Sells

1 +$6.14M
2 +$4.75M
3 +$2.78M
4
APD icon
Air Products & Chemicals
APD
+$1.81M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 18.05%
2 Industrials 14.14%
3 Communication Services 13.82%
4 Healthcare 12.65%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COR icon
601
Cencora
COR
$60.6B
$1.57K ﹤0.01%
+5
SWKS icon
602
Skyworks Solutions
SWKS
$9.26B
$1.55K ﹤0.01%
+29
BHVN icon
603
Biohaven
BHVN
$1.58B
$1.48K ﹤0.01%
175
MPC icon
604
Marathon Petroleum
MPC
$65.1B
$1.47K ﹤0.01%
+6
HBAN icon
605
Huntington Bancshares
HBAN
$34.3B
$1.46K ﹤0.01%
+93
TECH icon
606
Bio-Techne
TECH
$8.17B
$1.42K ﹤0.01%
27
-94
TSN icon
607
Tyson Foods
TSN
$22.7B
$1.41K ﹤0.01%
+22
DVN icon
608
Devon Energy
DVN
$29.9B
$1.41K ﹤0.01%
+28
PRU icon
609
Prudential Financial
PRU
$32.8B
$1.37K ﹤0.01%
+14
NOC icon
610
Northrop Grumman
NOC
$83.5B
$1.36K ﹤0.01%
2
-13
IR icon
611
Ingersoll Rand
IR
$33.2B
$1.36K ﹤0.01%
+17
OKE icon
612
Oneok
OKE
$54.9B
$1.36K ﹤0.01%
+15
AMCR icon
613
Amcor
AMCR
$18.3B
$1.31K ﹤0.01%
+33
MAR icon
614
Marriott International
MAR
$97.6B
$1.31K ﹤0.01%
+4
PNR icon
615
Pentair
PNR
$14.6B
$1.31K ﹤0.01%
+15
TRMB icon
616
Trimble
TRMB
$16B
$1.3K ﹤0.01%
+20
BRO icon
617
Brown & Brown
BRO
$22.9B
$1.3K ﹤0.01%
+20
GIS icon
618
General Mills
GIS
$18.9B
$1.3K ﹤0.01%
35
-465
KR icon
619
Kroger
KR
$42.3B
$1.3K ﹤0.01%
+18
MSI icon
620
Motorola Solutions
MSI
$74B
$1.3K ﹤0.01%
+3
CF icon
621
CF Industries
CF
$19.3B
$1.3K ﹤0.01%
+10
COO icon
622
Cooper Companies
COO
$13.1B
$1.29K ﹤0.01%
+18
ZBH icon
623
Zimmer Biomet
ZBH
$17.9B
$1.27K ﹤0.01%
14
-214
DLR icon
624
Digital Realty Trust
DLR
$69.8B
$1.26K ﹤0.01%
+7
MTD icon
625
Mettler-Toledo International
MTD
$26.8B
$1.26K ﹤0.01%
+1