WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.61B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$9.16M
3
+$7.67M
4
CPRT icon
Copart
CPRT
+$6.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.85M

Top Sells

1
+$18M
2
+$10M
3
+$8.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.97M
5
NVDA icon
NVIDIA
NVDA
+$3.38M

Sector Composition

1 Technology 22.66%
2 Financials 10.99%
3 Healthcare 8.6%
4 Industrials 8%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$310K 0.01%
1,818
227
$307K 0.01%
3,000
228
$306K 0.01%
7,885
229
$295K 0.01%
2,858
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230
$295K 0.01%
560
231
$292K 0.01%
1,150
-300
232
$284K 0.01%
1,358
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233
$281K 0.01%
6,351
+309
234
$276K 0.01%
12,294
-4,300
235
$273K 0.01%
6,249
236
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1,510
+15
237
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1,544
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238
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4,365
-7,104
239
$247K 0.01%
1,675
-552
240
$246K 0.01%
3,976
-174
241
$244K 0.01%
725
242
$239K 0.01%
1,936
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243
$238K 0.01%
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244
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10,562
-2,500
245
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2,163
246
$226K 0.01%
1,556
247
$217K 0.01%
1,983
248
$210K 0.01%
483
-8
249
$206K 0.01%
2,500
-540
250
$205K 0.01%
+4,456
8 9
10
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