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
1
$77.9M 6.52%
311,218
-3,093
2
$60.4M 5.05%
190,966
-3,385
3
$49M 4.1%
223,450
-1,804
4
$47.8M 4%
81,693
-1,214
5
$46.4M 3.88%
254,749
-7,447
6
$45.7M 3.82%
144,750
-3,140
7
$44M 3.68%
231,109
-5,059
8
$40.9M 3.42%
8,233
-195
9
$37.6M 3.14%
82,911
+81,716
10
$34.5M 2.88%
182,130
-6,529
11
$29.5M 2.46%
69,512
-935
12
$29.4M 2.46%
128,683
-1,789
13
$26.8M 2.24%
136,409
-3,999
14
$25.2M 2.11%
187,763
+560
15
$22.5M 1.88%
170,117
-2,655
16
$21.9M 1.83%
96,635
+70
17
$20.9M 1.74%
29,290
-89
18
$19.8M 1.65%
68,193
-1,347
19
$19.5M 1.63%
127,919
-2,732
20
$19.3M 1.62%
50,045
-860
21
$19.2M 1.61%
318,296
-6,249
22
$18.6M 1.55%
784,183
-26,267
23
$17.6M 1.47%
192,459
-5,151
24
$16.4M 1.37%
147,421
-2,443
25
$12.6M 1.06%
23,462
-303
1
2 3 4 5