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
326
$107K ﹤0.01%
+800
327
$107K ﹤0.01%
1,232
328
$107K ﹤0.01%
2,312
329
$103K ﹤0.01%
342
-10
330
$102K ﹤0.01%
1,450
331
$102K ﹤0.01%
405
-79
332
$102K ﹤0.01%
500
+60
333
$101K ﹤0.01%
2,439
-71
334
$100K ﹤0.01%
3,000
335
$100K ﹤0.01%
1,211
336
$100K ﹤0.01%
3,385
-1,000
337
$99K ﹤0.01%
1,226
-37
338
$98K ﹤0.01%
2,000
339
$96K ﹤0.01%
955
-15
340
$96K ﹤0.01%
377
-76
341
$93K ﹤0.01%
800
+100
342
$93K ﹤0.01%
760
-40
343
$93K ﹤0.01%
507
344
$93K ﹤0.01%
1,090
-500
345
$92K ﹤0.01%
2,219
-3,587
346
$89K ﹤0.01%
1,419
+190
347
$89K ﹤0.01%
549
-831
348
$89K ﹤0.01%
555
+85
349
$88K ﹤0.01%
1,570
-1,218
350
$87K ﹤0.01%
10,599
-1,000
12 13
14
15 16