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
551
$15.7K ﹤0.01%
120
552
$15.4K ﹤0.01%
500
553
$15.3K ﹤0.01%
289
554
$15.2K ﹤0.01%
368
555
$15.2K ﹤0.01%
200
556
$14.9K ﹤0.01%
300
557
$14.9K ﹤0.01%
1,281
-540
558
$14.7K ﹤0.01%
200
559
$14.4K ﹤0.01%
5,000
560
$14.3K ﹤0.01%
225
561
$14.3K ﹤0.01%
1,000
562
$14.1K ﹤0.01%
75
563
$14.1K ﹤0.01%
52
564
$13.9K ﹤0.01%
130
565
$13.6K ﹤0.01%
67
+10
566
$13.6K ﹤0.01%
150
567
$13.6K ﹤0.01%
399
-376
568
$13.5K ﹤0.01%
106
+1
569
$13.3K ﹤0.01%
500
570
$13.3K ﹤0.01%
47
571
$13.1K ﹤0.01%
69
-4
572
$13K ﹤0.01%
508
573
$12.9K ﹤0.01%
160
574
$12.8K ﹤0.01%
855
-354
575
$12.7K ﹤0.01%
208
21 22
23
24 25