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
626
$6.96K ﹤0.01%
75
-570
627
$6.93K ﹤0.01%
50
628
$6.89K ﹤0.01%
289
+79
629
$6.88K ﹤0.01%
72
-4
630
$6.65K ﹤0.01%
85
-1
631
$6.61K ﹤0.01%
80
632
$6.48K ﹤0.01%
86
-1
633
$6.26K ﹤0.01%
100
634
$6.22K ﹤0.01%
75
635
$6.21K ﹤0.01%
90
-179
636
$6.18K ﹤0.01%
38
-10
637
$6.06K ﹤0.01%
193
+95
638
$6.02K ﹤0.01%
60
+13
639
$6K ﹤0.01%
71
640
$5.98K ﹤0.01%
85
+1
641
$5.86K ﹤0.01%
67
642
$5.85K ﹤0.01%
79
643
$5.8K ﹤0.01%
+208
644
$5.78K ﹤0.01%
38
+1
645
$5.71K ﹤0.01%
10
-8
646
$5.68K ﹤0.01%
184
+1
647
$5.62K ﹤0.01%
240
648
$5.61K ﹤0.01%
107
649
$5.56K ﹤0.01%
107
650
$5.47K ﹤0.01%
1,500
24 25
26
27 28