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
426
$42.4K ﹤0.01%
101
-11
427
$42.1K ﹤0.01%
1,374
-578
428
$42K ﹤0.01%
640
-147
429
$41.2K ﹤0.01%
380
430
$41.1K ﹤0.01%
311
-60
431
$40.9K ﹤0.01%
772
432
$40.6K ﹤0.01%
1,600
433
$40.5K ﹤0.01%
252
434
$40.4K ﹤0.01%
+907
435
$40K ﹤0.01%
249
436
$39.9K ﹤0.01%
589
437
$39.6K ﹤0.01%
630
438
$39.5K ﹤0.01%
192
-41
439
$38.8K ﹤0.01%
615
-1,830
440
$38.7K ﹤0.01%
371
441
$38.5K ﹤0.01%
888
442
$38.3K ﹤0.01%
250
443
$38.2K ﹤0.01%
456
+52
444
$38.1K ﹤0.01%
415
-50
445
$37.8K ﹤0.01%
545
+42
446
$37.6K ﹤0.01%
3,758
447
$37.6K ﹤0.01%
141
448
$37.3K ﹤0.01%
1,111
+114
449
$37.3K ﹤0.01%
200
450
$36.9K ﹤0.01%
621
16 17
18
19 20