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
251
$200K 0.01%
1,711
252
$199K 0.01%
3,350
253
$198K 0.01%
1,024
+28
254
$193K 0.01%
1,005
255
$186K 0.01%
1,034
-30
256
$185K 0.01%
1,700
-88
257
$184K 0.01%
1,220
258
$184K 0.01%
1,200
259
$180K 0.01%
3,005
260
$180K 0.01%
7,180
-160
261
$179K 0.01%
9,125
-2,500
262
$177K 0.01%
1,007
-640
263
$176K 0.01%
6,400
264
$173K 0.01%
3,904
+2,138
265
$172K 0.01%
5,611
+111
266
$171K 0.01%
7,300
267
$169K 0.01%
1,545
-41
268
$169K 0.01%
5,700
269
$168K 0.01%
4,800
-50
270
$166K 0.01%
3,164
271
$160K 0.01%
2,862
+1
272
$160K 0.01%
2,265
-1
273
$159K 0.01%
3,055
-1,080
274
$158K 0.01%
6,900
-1,750
275
$154K 0.01%
1,499
+12
9 10
11
12 13