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
501
$24.1K ﹤0.01%
38
-2
502
$24K ﹤0.01%
450
503
$23.9K ﹤0.01%
280
-10
504
$23.8K ﹤0.01%
210
505
$23.7K ﹤0.01%
1,539
+379
506
$23.7K ﹤0.01%
248
507
$23.6K ﹤0.01%
+331
508
$23.6K ﹤0.01%
650
509
$23.5K ﹤0.01%
521
510
$23.2K ﹤0.01%
400
511
$23.2K ﹤0.01%
41
512
$23.1K ﹤0.01%
100
+50
513
$23.1K ﹤0.01%
320
-440
514
$23.1K ﹤0.01%
1,200
515
$23.1K ﹤0.01%
175
516
$22.2K ﹤0.01%
66
517
$22K ﹤0.01%
1,200
518
$21.8K ﹤0.01%
361
519
$21.7K ﹤0.01%
95
520
$21.5K ﹤0.01%
260
521
$21.3K ﹤0.01%
985
522
$20.7K ﹤0.01%
15
523
$20.7K ﹤0.01%
375
524
$20.5K ﹤0.01%
140
525
$20.2K ﹤0.01%
87
+5
19 20
21
22 23