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
326
$97.9K ﹤0.01%
877
-381
327
$96.5K ﹤0.01%
2,286
+553
328
$95.5K ﹤0.01%
1,000
329
$94.6K ﹤0.01%
216
330
$94.1K ﹤0.01%
1,000
331
$92.4K ﹤0.01%
1,167
332
$91.7K ﹤0.01%
197
333
$91.1K ﹤0.01%
1,480
334
$90.6K ﹤0.01%
1,030
335
$90.5K ﹤0.01%
970
-1,010
336
$90K ﹤0.01%
4,552
-563
337
$88.7K ﹤0.01%
1,020
338
$87.9K ﹤0.01%
780
339
$87.2K ﹤0.01%
2,000
-150
340
$87.1K ﹤0.01%
143
+28
341
$86K ﹤0.01%
773
342
$85.9K ﹤0.01%
1,814
343
$85.7K ﹤0.01%
467
-403
344
$84.2K ﹤0.01%
1,049
-5
345
$84K ﹤0.01%
750
346
$84K ﹤0.01%
3,490
347
$83.1K ﹤0.01%
580
+61
348
$81.6K ﹤0.01%
705
-357
349
$81.4K ﹤0.01%
2,383
-10,279
350
$79.9K ﹤0.01%
1,500
12 13
14
15 16