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
276
$153K 0.01%
3,759
277
$153K 0.01%
6,670
278
$152K 0.01%
7,500
279
$150K 0.01%
2,410
+1,985
280
$150K 0.01%
500
281
$149K 0.01%
866
282
$147K 0.01%
998
+338
283
$145K 0.01%
943
-51
284
$143K 0.01%
1,051
285
$140K 0.01%
997
286
$140K 0.01%
680
287
$137K 0.01%
3,800
288
$137K 0.01%
7,541
-1,587
289
$136K 0.01%
+4,880
290
$136K 0.01%
1,215
+559
291
$132K 0.01%
3,161
-500
292
$131K 0.01%
5,400
293
$131K 0.01%
4,628
-300
294
$129K ﹤0.01%
1,594
-576
295
$128K ﹤0.01%
492
-763
296
$123K ﹤0.01%
5,600
297
$122K ﹤0.01%
1,900
+1,022
298
$122K ﹤0.01%
3,152
-4
299
$120K ﹤0.01%
300
300
$119K ﹤0.01%
1,085
10 11
12
13 14