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
476
$30.7K ﹤0.01%
135
477
$30.7K ﹤0.01%
184
478
$30.3K ﹤0.01%
220
-80
479
$30.2K ﹤0.01%
176
-7
480
$29.6K ﹤0.01%
1,254
481
$29K ﹤0.01%
1,000
-500
482
$29K ﹤0.01%
975
483
$28.7K ﹤0.01%
36
+31
484
$28.4K ﹤0.01%
250
485
$28.3K ﹤0.01%
265
486
$28.2K ﹤0.01%
875
487
$27.7K ﹤0.01%
819
488
$27.4K ﹤0.01%
300
489
$27.1K ﹤0.01%
211
-13
490
$26.9K ﹤0.01%
406
491
$26.8K ﹤0.01%
231
-169
492
$26.1K ﹤0.01%
300
493
$26.1K ﹤0.01%
446
+7
494
$25.9K ﹤0.01%
150
-33
495
$25.4K ﹤0.01%
296
-7
496
$25.4K ﹤0.01%
603
-1,280
497
$25.4K ﹤0.01%
500
498
$25K ﹤0.01%
+810
499
$24.5K ﹤0.01%
300
500
$24.5K ﹤0.01%
4,116
18 19
20
21 22