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
351
$86K ﹤0.01%
+2,362
352
$86K ﹤0.01%
1,820
+150
353
$85K ﹤0.01%
2,000
-60
354
$83K ﹤0.01%
700
-140
355
$83K ﹤0.01%
110
356
$83K ﹤0.01%
352
-10
357
$83K ﹤0.01%
1,923
-77
358
$82K ﹤0.01%
1,450
-79
359
$81K ﹤0.01%
1,553
360
$81K ﹤0.01%
203
-222
361
$81K ﹤0.01%
755
362
$80K ﹤0.01%
3,105
363
$80K ﹤0.01%
125
-49
364
$80K ﹤0.01%
92
365
$79K ﹤0.01%
5,800
+1,400
366
$79K ﹤0.01%
2,000
-374
367
$79K ﹤0.01%
2,645
-17,357
368
$78K ﹤0.01%
327
-102
369
$78K ﹤0.01%
2,000
-50
370
$78K ﹤0.01%
1,440
371
$77K ﹤0.01%
2,200
372
$77K ﹤0.01%
584
373
$76K ﹤0.01%
272
374
$75K ﹤0.01%
576
-41
375
$75K ﹤0.01%
1,167
13 14
15
16 17