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
26
$24.4M 0.94%
78,243
-2,183
27
$23.5M 0.9%
24,849
+24,524
28
$23.4M 0.9%
330,110
-2,611
29
$22.9M 0.88%
75,053
-2,267
30
$22.3M 0.86%
75,002
-1,940
31
$22.3M 0.86%
43,899
-639
32
$21.6M 0.83%
43,647
-1,131
33
$21M 0.81%
277,844
-1,968
34
$20.7M 0.79%
4,497
-80
35
$20.5M 0.79%
123,768
-1,872
36
$19.7M 0.76%
97,726
-1,755
37
$19.6M 0.75%
52,584
-8,634
38
$19.5M 0.75%
267,700
+6,283
39
$19.4M 0.74%
38,166
-833
40
$19.1M 0.73%
28,103
-475
41
$18.7M 0.72%
69,823
+532
42
$17.7M 0.68%
100,558
-856
43
$17.3M 0.66%
21,237
-487
44
$17.3M 0.66%
123,711
-61
45
$17.3M 0.66%
130,191
-1,264
46
$17M 0.65%
74,429
-1,361
47
$16.8M 0.64%
160,492
-991
48
$16.4M 0.63%
154,823
+8,627
49
$16.3M 0.63%
164,959
-2,090
50
$16.3M 0.62%
76,814
-2,699
1
2
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