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
476
$40K ﹤0.01%
1,027
477
$39K ﹤0.01%
452
-27
478
$39K ﹤0.01%
449
+169
479
$39K ﹤0.01%
789
-27,332
480
$39K ﹤0.01%
+200
481
$39K ﹤0.01%
500
-337
482
$38K ﹤0.01%
57
-1
483
$38K ﹤0.01%
860
+200
484
$38K ﹤0.01%
150
-6,473
485
$38K ﹤0.01%
900
486
$38K ﹤0.01%
872
487
$37K ﹤0.01%
500
488
$37K ﹤0.01%
249
489
$36K ﹤0.01%
1,500
-500
490
$36K ﹤0.01%
1,175
491
$36K ﹤0.01%
393
-37
492
$36K ﹤0.01%
107
493
$36K ﹤0.01%
400
494
$36K ﹤0.01%
400
495
$35K ﹤0.01%
600
496
$35K ﹤0.01%
278
497
$35K ﹤0.01%
3,000
498
$34K ﹤0.01%
+1,500
499
$34K ﹤0.01%
102
-1
500
$34K ﹤0.01%
175
18 19
20
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