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
601
$2.94K ﹤0.01%
125
602
$2.77K ﹤0.01%
11
-6
603
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+110
604
$2.72K ﹤0.01%
444
605
$2.71K ﹤0.01%
107
606
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16
+2
607
$2.63K ﹤0.01%
+61
608
$2.62K ﹤0.01%
62
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609
$2.57K ﹤0.01%
47
610
$2.53K ﹤0.01%
+10
611
$2.4K ﹤0.01%
57
612
$2.38K ﹤0.01%
253
613
$2.36K ﹤0.01%
133
614
$2.35K ﹤0.01%
46
615
$2.31K ﹤0.01%
49
616
$2.27K ﹤0.01%
270
617
$2.25K ﹤0.01%
200
618
$2.23K ﹤0.01%
92
-160
619
$1.97K ﹤0.01%
264
620
$1.9K ﹤0.01%
224
621
$1.87K ﹤0.01%
112
622
$1.77K ﹤0.01%
150
623
$1.63K ﹤0.01%
59
624
$1.57K ﹤0.01%
34
625
$1.56K ﹤0.01%
205
23 24
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26 27