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
$2.67B
AUM Growth
-$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$2.07M
3
+$1.98M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.85M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.67M

Top Sells

1
+$71.4M
2
+$50.4M
3
+$43.8M
4
PWR icon
Quanta Services
PWR
+$40.5M
5
AMZN icon
Amazon
AMZN
+$39.3M

Sector Composition

1 Technology 22.15%
2 Financials 14.03%
3 Healthcare 10.41%
4 Consumer Discretionary 8.68%
5 Industrials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$223K 0.01%
4,370
-805
252
$218K 0.01%
5,984
253
$217K 0.01%
1,342
+255
254
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601
-15,356
255
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256
$216K 0.01%
1,669
-1,125
257
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933
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258
$213K 0.01%
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-10
259
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3,825
260
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261
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262
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263
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264
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1,220
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265
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3,000
266
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267
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415
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270
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500
271
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272
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835
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273
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876
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274
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994
275
$174K 0.01%
2,604
+354
9 10
11
12 13