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
601
$18K ﹤0.01%
486
+350
602
$18K ﹤0.01%
45
603
$18K ﹤0.01%
900
604
$18K ﹤0.01%
380
+70
605
$18K ﹤0.01%
325
-322,997
606
$18K ﹤0.01%
75
-50
607
$17K ﹤0.01%
105
608
$17K ﹤0.01%
160
-800
609
$17K ﹤0.01%
300
610
$17K ﹤0.01%
200
+100
611
$17K ﹤0.01%
74
-11
612
$17K ﹤0.01%
800
613
$17K ﹤0.01%
700
614
$16K ﹤0.01%
150
615
$16K ﹤0.01%
175
616
$16K ﹤0.01%
106
617
$16K ﹤0.01%
72
618
$16K ﹤0.01%
482
+29
619
$16K ﹤0.01%
75
-125
620
$16K ﹤0.01%
25
-1
621
$16K ﹤0.01%
212
-34
622
$16K ﹤0.01%
63
+50
623
$16K ﹤0.01%
53
624
$16K ﹤0.01%
123
-46
625
$15K ﹤0.01%
118
+18
23 24
25
26 27