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
101
$1.03M 0.09%
16,981
-103,351
102
$1.03M 0.09%
3,662
+174
103
$989K 0.08%
2,726
-45
104
$966K 0.08%
7,797
105
$867K 0.07%
1,124
+73
106
$861K 0.07%
8,659
+6
107
$848K 0.07%
28,550
108
$819K 0.07%
869
109
$810K 0.07%
4,374
+749
110
$761K 0.06%
6,367
111
$752K 0.06%
7,112
+120
112
$734K 0.06%
2,231
-39
113
$721K 0.06%
6,260
114
$704K 0.06%
6,107
+21
115
$695K 0.06%
758
+20
116
$663K 0.06%
4,963
-666
117
$662K 0.06%
15,033
-2,129
118
$641K 0.05%
23,476
+7,891
119
$639K 0.05%
5,310
-308
120
$630K 0.05%
12,065
+1,052
121
$623K 0.05%
13,050
122
$616K 0.05%
4,997
123
$591K 0.05%
14,316
124
$574K 0.05%
14,975
125
$551K 0.05%
2,619
3 4
5
6 7