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
376
$61.9K ﹤0.01%
2,000
377
$61.7K ﹤0.01%
1,500
378
$60.6K ﹤0.01%
1,863
-6,232
379
$59.9K ﹤0.01%
1,151
-306
380
$59.8K ﹤0.01%
764
+32
381
$59.4K ﹤0.01%
900
-100
382
$59.2K ﹤0.01%
182
383
$59.1K ﹤0.01%
596
-2,492
384
$58.1K ﹤0.01%
309
385
$58.1K ﹤0.01%
1,000
386
$57.7K ﹤0.01%
899
-37
387
$57.2K ﹤0.01%
479
-294
388
$57.1K ﹤0.01%
517
389
$56.6K ﹤0.01%
225
390
$56.6K ﹤0.01%
680
391
$56.4K ﹤0.01%
90
+5
392
$55.7K ﹤0.01%
1,903
-600
393
$54.7K ﹤0.01%
323
+23
394
$54.5K ﹤0.01%
1,000
395
$54.1K ﹤0.01%
676
-460
396
$54K ﹤0.01%
3,105
397
$53.9K ﹤0.01%
655
-399
398
$53.1K ﹤0.01%
6,102
+562
399
$52.4K ﹤0.01%
844
+463
400
$52.3K ﹤0.01%
496
-18
14 15
16
17 18