WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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
+$7.94M
2
+$2.03M
3
+$1.97M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.76M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$1.64M

Top Sells

1
+$63.5M
2
+$50.3M
3
+$40.5M
4
AMZN icon
Amazon
AMZN
+$40.3M
5
IQV icon
IQVIA
IQV
+$40.3M

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
451
$47K ﹤0.01%
2,320
-80
452
$47K ﹤0.01%
493
-271
453
$46K ﹤0.01%
2,957
454
$46K ﹤0.01%
2,440
-5,000
455
$45K ﹤0.01%
1,450
456
$45K ﹤0.01%
207
457
$45K ﹤0.01%
2,700
458
$45K ﹤0.01%
975
459
$44K ﹤0.01%
643
460
$44K ﹤0.01%
647
461
$44K ﹤0.01%
582
-399
462
$43K ﹤0.01%
524
463
$43K ﹤0.01%
54
+1
464
$42K ﹤0.01%
249
465
$42K ﹤0.01%
772
466
$42K ﹤0.01%
673
-705
467
$42K ﹤0.01%
1,850
-150
468
$42K ﹤0.01%
635
469
$42K ﹤0.01%
1,183
-12
470
$42K ﹤0.01%
500
471
$41K ﹤0.01%
480
472
$41K ﹤0.01%
200
473
$40K ﹤0.01%
1,027
474
$40K ﹤0.01%
+470
475
$40K ﹤0.01%
385
17 18
19
20 21