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
526
$20K ﹤0.01%
20
+2
527
$19.7K ﹤0.01%
151
528
$19.6K ﹤0.01%
750
529
$19.6K ﹤0.01%
175
530
$19.6K ﹤0.01%
75
531
$19.4K ﹤0.01%
400
532
$19.3K ﹤0.01%
200
533
$19K ﹤0.01%
120
534
$18.5K ﹤0.01%
400
535
$18.5K ﹤0.01%
+539
536
$18.4K ﹤0.01%
292
-825
537
$18K ﹤0.01%
68
-587
538
$17.6K ﹤0.01%
200
539
$17.6K ﹤0.01%
235
540
$17.5K ﹤0.01%
75
541
$17.4K ﹤0.01%
800
542
$17.3K ﹤0.01%
335
543
$17K ﹤0.01%
744
544
$17K ﹤0.01%
37
545
$16.8K ﹤0.01%
1,129
-63
546
$16.8K ﹤0.01%
167
547
$16.4K ﹤0.01%
92
548
$16.1K ﹤0.01%
400
549
$16K ﹤0.01%
+205
550
$15.9K ﹤0.01%
68
+3
20 21
22
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