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
601
$9.63K ﹤0.01%
195
602
$9.53K ﹤0.01%
60
603
$9.25K ﹤0.01%
352
-1
604
$9.11K ﹤0.01%
94
605
$9.02K ﹤0.01%
200
606
$8.96K ﹤0.01%
160
607
$8.8K ﹤0.01%
16
+4
608
$8.4K ﹤0.01%
400
-200
609
$8.35K ﹤0.01%
140
-657
610
$8.25K ﹤0.01%
53
611
$8.18K ﹤0.01%
84
+11
612
$8.04K ﹤0.01%
1,243
613
$7.63K ﹤0.01%
2
614
$7.58K ﹤0.01%
110
+8
615
$7.47K ﹤0.01%
15
616
$7.37K ﹤0.01%
40
+1
617
$7.3K ﹤0.01%
53
618
$7.29K ﹤0.01%
37
619
$7.18K ﹤0.01%
41
-1
620
$7.16K ﹤0.01%
667
+38
621
$7.15K ﹤0.01%
50
+2
622
$7.14K ﹤0.01%
250
623
$7.02K ﹤0.01%
200
624
$7K ﹤0.01%
136
-161
625
$6.97K ﹤0.01%
161
23 24
25
26 27