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
451
$47K ﹤0.01%
2,320
-80
452
$47K ﹤0.01%
600
453
$46K ﹤0.01%
2,440
-5,000
454
$46K ﹤0.01%
2,957
455
$45K ﹤0.01%
975
456
$45K ﹤0.01%
2,700
457
$45K ﹤0.01%
207
458
$45K ﹤0.01%
1,450
459
$44K ﹤0.01%
582
-399
460
$44K ﹤0.01%
647
461
$44K ﹤0.01%
643
462
$43K ﹤0.01%
54
+1
463
$43K ﹤0.01%
524
464
$42K ﹤0.01%
500
465
$42K ﹤0.01%
1,183
-12
466
$42K ﹤0.01%
635
467
$42K ﹤0.01%
1,850
-150
468
$42K ﹤0.01%
673
-705
469
$42K ﹤0.01%
772
470
$42K ﹤0.01%
249
471
$41K ﹤0.01%
200
472
$41K ﹤0.01%
480
473
$40K ﹤0.01%
2,000
474
$40K ﹤0.01%
385
475
$40K ﹤0.01%
+470
17 18
19
20 21