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
576
$12.7K ﹤0.01%
155
577
$12.6K ﹤0.01%
143
-2
578
$12.4K ﹤0.01%
191
579
$12.2K ﹤0.01%
140
580
$12.2K ﹤0.01%
112
-1,525
581
$12.2K ﹤0.01%
250
582
$12.2K ﹤0.01%
171
583
$12.1K ﹤0.01%
564
584
$12.1K ﹤0.01%
82
+1
585
$12K ﹤0.01%
+28
586
$11.7K ﹤0.01%
308
-3,727
587
$11.6K ﹤0.01%
322
588
$11.6K ﹤0.01%
35
589
$11.5K ﹤0.01%
225
590
$11.2K ﹤0.01%
32
+7
591
$11.1K ﹤0.01%
93
+13
592
$10.9K ﹤0.01%
74
593
$10.7K ﹤0.01%
900
594
$10.7K ﹤0.01%
99
-1,132
595
$10.6K ﹤0.01%
242
+14
596
$10.6K ﹤0.01%
1,000
597
$10.3K ﹤0.01%
+95
598
$10.2K ﹤0.01%
175
599
$10K ﹤0.01%
150
600
$9.87K ﹤0.01%
37
-5
22 23
24
25 26