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
301
$119K ﹤0.01%
3,116
-800
302
$119K ﹤0.01%
6,400
-2,599
303
$118K ﹤0.01%
1,200
304
$117K ﹤0.01%
+2,376
305
$117K ﹤0.01%
1,940
306
$115K ﹤0.01%
4,165
+125
307
$115K ﹤0.01%
569
308
$114K ﹤0.01%
1,932
-40
309
$113K ﹤0.01%
5,100
-2,500
310
$113K ﹤0.01%
2,241
-955
311
$112K ﹤0.01%
473
-2,047
312
$112K ﹤0.01%
952
313
$110K ﹤0.01%
316
-42
314
$109K ﹤0.01%
3,732
+3,437
315
$109K ﹤0.01%
+1,500
316
$109K ﹤0.01%
1,379
-175
317
$108K ﹤0.01%
175
+3
318
$107K ﹤0.01%
2,500
319
$105K ﹤0.01%
2,694
320
$104K ﹤0.01%
514
321
$104K ﹤0.01%
757
322
$101K ﹤0.01%
1,990
+1,000
323
$100K ﹤0.01%
4,277
+2,174
324
$99.9K ﹤0.01%
353
-24
325
$98.5K ﹤0.01%
3,162
-722
11 12
13
14 15