WT

Washington Trust Portfolio holdings

AUM $2.96B
1-Year Est. Return 22.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.49%
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
+$7.94M
2
+$2.03M
3
+$1.97M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.76M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$1.64M

Top Sells

1
+$63.5M
2
+$50.3M
3
+$40.5M
4
AMZN icon
Amazon
AMZN
+$40.3M
5
IQV icon
IQVIA
IQV
+$40.3M

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
576
$21K ﹤0.01%
219
-11
577
$21K ﹤0.01%
171
-9,531
578
$21K ﹤0.01%
1,836
579
$20K ﹤0.01%
380
580
$20K ﹤0.01%
+160
581
$20K ﹤0.01%
180
582
$20K ﹤0.01%
+3,597
583
$20K ﹤0.01%
38
+1
584
$20K ﹤0.01%
700
585
$20K ﹤0.01%
328
-475
586
$20K ﹤0.01%
80
587
$20K ﹤0.01%
200
588
$20K ﹤0.01%
450
589
$20K ﹤0.01%
53
-11
590
$20K ﹤0.01%
76
-100
591
$20K ﹤0.01%
520
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592
$19K ﹤0.01%
419
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593
$19K ﹤0.01%
225
-1
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$19K ﹤0.01%
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595
$19K ﹤0.01%
136
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596
$19K ﹤0.01%
507
+400
597
$19K ﹤0.01%
1,250
598
$19K ﹤0.01%
2,000
599
$18K ﹤0.01%
1,000
-50
600
$18K ﹤0.01%
+500
22 23
24
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