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
ADM icon
626
Archer Daniels Midland
ADM
$33.7B
$1.24K ﹤0.01%
+17
CBRE icon
627
CBRE Group
CBRE
$43.9B
$1.22K ﹤0.01%
+9
DOC icon
628
Healthpeak Properties
DOC
$11.5B
$1.18K ﹤0.01%
+72
MLM icon
629
Martin Marietta Materials
MLM
$37B
$1.18K ﹤0.01%
+2
MHK icon
630
Mohawk Industries
MHK
$6.66B
$1.18K ﹤0.01%
12
-49
A icon
631
Agilent Technologies
A
$34.5B
$1.14K ﹤0.01%
10
-108
HPQ icon
632
HP
HPQ
$18.4B
$1.11K ﹤0.01%
+58
FOXA icon
633
Fox Class A
FOXA
$27.4B
$1.11K ﹤0.01%
+19
RYAAY icon
634
Ryanair
RYAAY
$29.7B
$1.1K ﹤0.01%
19
-82
MPWR icon
635
Monolithic Power Systems
MPWR
$78.2B
$1.09K ﹤0.01%
+1
CDW icon
636
CDW
CDW
$18.1B
$1.09K ﹤0.01%
+9
HRL icon
637
Hormel Foods
HRL
$12B
$1.09K ﹤0.01%
+48
STLD icon
638
Steel Dynamics
STLD
$31.9B
$1.08K ﹤0.01%
+6
DPZ icon
639
Domino's
DPZ
$12.4B
$1.08K ﹤0.01%
+3
SW
640
Smurfit Westrock
SW
$21.2B
$1.08K ﹤0.01%
+27
HPE icon
641
Hewlett Packard
HPE
$37.1B
$1.07K ﹤0.01%
+45
JBL icon
642
Jabil
JBL
$35.2B
$1.06K ﹤0.01%
+4
FTNT icon
643
Fortinet
FTNT
$61.2B
$1.06K ﹤0.01%
+13
MKC icon
644
McCormick & Company Non-Voting
MKC
$14B
$1.06K ﹤0.01%
+21
FIS icon
645
Fidelity National Information Services
FIS
$23.5B
$1.03K ﹤0.01%
+22
TYL icon
646
Tyler Technologies
TYL
$14.5B
$1.03K ﹤0.01%
3
-5
UMBF icon
647
UMB Financial
UMBF
$9.37B
$1.02K ﹤0.01%
9
-21
FOX icon
648
Fox Class B
FOX
$24.5B
$1.01K ﹤0.01%
+19
EXE
649
Expand Energy Corp
EXE
$23.2B
$988 ﹤0.01%
+9
FSLR icon
650
First Solar
FSLR
$21.1B
$986 ﹤0.01%
+5