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
301
$137K 0.01%
1,918
-1,441
302
$135K 0.01%
1,322
-458
303
$134K 0.01%
2,167
-583
304
$133K 0.01%
565
+400
305
$126K ﹤0.01%
1,100
306
$125K ﹤0.01%
3,093
-3,750
307
$125K ﹤0.01%
+1,374
308
$125K ﹤0.01%
5,315
309
$123K ﹤0.01%
3,852
-624
310
$123K ﹤0.01%
2,408
311
$123K ﹤0.01%
2,980
-8,796
312
$119K ﹤0.01%
1,071
-1
313
$119K ﹤0.01%
565
314
$118K ﹤0.01%
2,000
-2,000
315
$118K ﹤0.01%
1,045
+24
316
$116K ﹤0.01%
8,538
-117
317
$115K ﹤0.01%
1,200
318
$115K ﹤0.01%
2,065
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319
$114K ﹤0.01%
1,890
-3,800
320
$111K ﹤0.01%
1,270
321
$110K ﹤0.01%
3,388
-6,554
322
$109K ﹤0.01%
515
-5
323
$108K ﹤0.01%
1,000
324
$108K ﹤0.01%
1,878
-20
325
$108K ﹤0.01%
933
-55