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
401
$64K ﹤0.01%
185
+9
402
$64K ﹤0.01%
2,629
-1,000
403
$64K ﹤0.01%
1,743
+695
404
$63K ﹤0.01%
300
+44
405
$63K ﹤0.01%
1,685
406
$63K ﹤0.01%
784
407
$62K ﹤0.01%
360
408
$62K ﹤0.01%
1,016
409
$61K ﹤0.01%
672
-1,207
410
$60K ﹤0.01%
1,199
411
$59K ﹤0.01%
1,666
412
$59K ﹤0.01%
825
-920
413
$59K ﹤0.01%
216
-3
414
$58K ﹤0.01%
386
415
$57K ﹤0.01%
800
416
$57K ﹤0.01%
970
-658
417
$57K ﹤0.01%
371
418
$57K ﹤0.01%
866
-15
419
$57K ﹤0.01%
4,000
420
$56K ﹤0.01%
198
421
$56K ﹤0.01%
623
+300
422
$55K ﹤0.01%
1,000
423
$55K ﹤0.01%
1,763
-487
424
$54K ﹤0.01%
1,262
425
$54K ﹤0.01%
950
-56
15 16
17
18 19