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
401
$52K ﹤0.01%
942
-498
402
$51.3K ﹤0.01%
259
+14
403
$51.2K ﹤0.01%
400
-116
404
$51.1K ﹤0.01%
425
405
$50.3K ﹤0.01%
1,671
406
$50.2K ﹤0.01%
+2,000
407
$50.1K ﹤0.01%
263
408
$50.1K ﹤0.01%
+1,960
409
$49.4K ﹤0.01%
1,250
-1,680
410
$49.4K ﹤0.01%
649
-601
411
$48.9K ﹤0.01%
1,749
-85
412
$48.9K ﹤0.01%
2,296
413
$48.8K ﹤0.01%
4,768
-2,007
414
$48.2K ﹤0.01%
806
415
$48K ﹤0.01%
3,000
416
$47.7K ﹤0.01%
1,015
417
$47.5K ﹤0.01%
98
-600
418
$47.4K ﹤0.01%
2,440
419
$47.4K ﹤0.01%
344
420
$45.7K ﹤0.01%
750
421
$45.2K ﹤0.01%
324
422
$45.2K ﹤0.01%
564
423
$44.9K ﹤0.01%
1,712
424
$44.1K ﹤0.01%
600
425
$44.1K ﹤0.01%
125
+19
15 16
17
18 19