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
376
$75K ﹤0.01%
401
377
$75K ﹤0.01%
293
378
$74K ﹤0.01%
4,565
379
$74K ﹤0.01%
3,878
380
$74K ﹤0.01%
4,116
381
$73K ﹤0.01%
1,250
-3,387
382
$73K ﹤0.01%
197
-5
383
$73K ﹤0.01%
300
384
$71K ﹤0.01%
1,000
385
$71K ﹤0.01%
4,523
-4,726
386
$70K ﹤0.01%
835
-2,242
387
$70K ﹤0.01%
646
388
$69K ﹤0.01%
319
+2
389
$69K ﹤0.01%
3,000
390
$69K ﹤0.01%
1,078
+628
391
$68K ﹤0.01%
1,000
392
$68K ﹤0.01%
640
+100
393
$67K ﹤0.01%
1,100
-1,080
394
$66K ﹤0.01%
2,170
395
$66K ﹤0.01%
1,181
-1,940
396
$65K ﹤0.01%
+4,400
397
$64K ﹤0.01%
2,420
+673
398
$64K ﹤0.01%
4,600
-13,500
399
$64K ﹤0.01%
498
-67,966
400
$64K ﹤0.01%
800
14 15
16
17 18