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
426
$54K ﹤0.01%
1,047
-600
427
$53K ﹤0.01%
429
428
$52K ﹤0.01%
371
-18
429
$52K ﹤0.01%
1,500
430
$52K ﹤0.01%
333
431
$52K ﹤0.01%
680
-100
432
$51K ﹤0.01%
700
+300
433
$51K ﹤0.01%
446
-2
434
$51K ﹤0.01%
3,600
435
$51K ﹤0.01%
2,800
436
$51K ﹤0.01%
4,140
437
$51K ﹤0.01%
1,667
-1,205
438
$51K ﹤0.01%
2,640
439
$50K ﹤0.01%
1,487
-18
440
$50K ﹤0.01%
990
441
$50K ﹤0.01%
2,885
442
$50K ﹤0.01%
3,490
443
$50K ﹤0.01%
1,500
444
$49K ﹤0.01%
425
445
$49K ﹤0.01%
474
-6
446
$48K ﹤0.01%
207
-370
447
$48K ﹤0.01%
150
-422
448
$48K ﹤0.01%
452
449
$48K ﹤0.01%
+264
450
$47K ﹤0.01%
493
-271
16 17
18
19 20