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
451
$36.9K ﹤0.01%
100
-10
452
$36.5K ﹤0.01%
3,000
453
$36.2K ﹤0.01%
400
454
$36K ﹤0.01%
1,353
455
$35.9K ﹤0.01%
3,699
456
$35.3K ﹤0.01%
692
+490
457
$34.9K ﹤0.01%
235
458
$34.6K ﹤0.01%
175
459
$34.1K ﹤0.01%
+1,605
460
$34K ﹤0.01%
100
461
$33.8K ﹤0.01%
121
-47
462
$33.7K ﹤0.01%
132
463
$33.2K ﹤0.01%
1,000
464
$33.1K ﹤0.01%
403
465
$33K ﹤0.01%
175
466
$32.8K ﹤0.01%
907
467
$32.4K ﹤0.01%
629
-940
468
$32.1K ﹤0.01%
700
469
$32K ﹤0.01%
200
+109
470
$31.9K ﹤0.01%
133
-29
471
$31.8K ﹤0.01%
343
472
$31.8K ﹤0.01%
786
473
$31.3K ﹤0.01%
1,416
474
$31.1K ﹤0.01%
420
475
$31K ﹤0.01%
640
-423
17 18
19
20 21