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
$2.67B
AUM Growth
-$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$2.07M
3
+$1.98M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.85M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.67M

Top Sells

1
+$71.4M
2
+$50.4M
3
+$43.8M
4
PWR icon
Quanta Services
PWR
+$40.5M
5
AMZN icon
Amazon
AMZN
+$39.3M

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
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609
$17K ﹤0.01%
300
610
$17K ﹤0.01%
200
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611
$17K ﹤0.01%
74
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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
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619
$16K ﹤0.01%
75
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620
$16K ﹤0.01%
25
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621
$16K ﹤0.01%
212
-34
622
$16K ﹤0.01%
63
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623
$16K ﹤0.01%
53
624
$16K ﹤0.01%
123
-46
625
$15K ﹤0.01%
118
+18
23 24
25
26 27