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
351
$79.5K ﹤0.01%
528
352
$78.1K ﹤0.01%
1,100
-1,600
353
$77.5K ﹤0.01%
300
-2,176
354
$77.2K ﹤0.01%
1,000
355
$76.3K ﹤0.01%
1,490
356
$76K ﹤0.01%
1,500
357
$76K ﹤0.01%
1,650
358
$75K ﹤0.01%
165
359
$73.9K ﹤0.01%
1,540
360
$73.6K ﹤0.01%
354
-1
361
$72.7K ﹤0.01%
1,554
362
$72.6K ﹤0.01%
150
363
$72.6K ﹤0.01%
+1,270
364
$72.1K ﹤0.01%
791
+504
365
$71.6K ﹤0.01%
1,159
366
$71K ﹤0.01%
1,100
367
$69.8K ﹤0.01%
666
-1
368
$69.6K ﹤0.01%
825
-1,447
369
$69.1K ﹤0.01%
500
-300
370
$69.1K ﹤0.01%
709
-110
371
$67.5K ﹤0.01%
1,641
-2,032
372
$65.7K ﹤0.01%
796
-1,088
373
$64.4K ﹤0.01%
838
+705
374
$64.2K ﹤0.01%
640
-76
375
$62.1K ﹤0.01%
652
13 14
15
16 17