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
26
$26.4M 0.99%
60,475
-1,232
27
$25.8M 0.97%
277,565
-797
28
$25.7M 0.96%
28,082
-244
29
$24.6M 0.92%
265,272
-396,900
30
$22.8M 0.85%
133,179
-48,880
31
$22.4M 0.84%
217,512
-2,021
32
$21.5M 0.81%
359,504
+10,811
33
$21.3M 0.8%
86,384
-15,776
34
$20.9M 0.78%
91,363
-197
35
$20.9M 0.78%
85,160
-98,110
36
$20.8M 0.78%
352,317
-42,388
37
$20.5M 0.77%
36,193
-2,049
38
$20.4M 0.76%
178,701
+244
39
$20.1M 0.76%
115,993
-154,185
40
$20M 0.75%
23,693
+94
41
$19.9M 0.75%
177,145
-664
42
$19.4M 0.73%
66,257
-57,627
43
$19.2M 0.72%
109,317
-705
44
$19.2M 0.72%
252,454
-9,271
45
$19.1M 0.72%
110,077
-1,266
46
$18.5M 0.69%
39,133
+277
47
$18.4M 0.69%
353,333
-4,148
48
$17.7M 0.67%
352,306
-3,513
49
$17.5M 0.66%
153,639
-21,945
50
$17.2M 0.64%
82,347
-1,389
1
2
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