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
651
$12K ﹤0.01%
350
652
$12K ﹤0.01%
700
-10,847
653
$11K ﹤0.01%
200
-195
654
$11K ﹤0.01%
151
655
$11K ﹤0.01%
175
-836
656
$11K ﹤0.01%
+240
657
$11K ﹤0.01%
245
658
$11K ﹤0.01%
2,100
659
$11K ﹤0.01%
120
+60
660
$11K ﹤0.01%
3,156
+1,564
661
$11K ﹤0.01%
49
+8
662
$11K ﹤0.01%
350
-60
663
$11K ﹤0.01%
56
+49
664
$11K ﹤0.01%
+160
665
$10K ﹤0.01%
167
666
$10K ﹤0.01%
302
-4,653
667
$10K ﹤0.01%
160
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668
$10K ﹤0.01%
116
669
$10K ﹤0.01%
220
670
$10K ﹤0.01%
53
+2
671
$10K ﹤0.01%
135
672
$10K ﹤0.01%
637
-377,619
673
$10K ﹤0.01%
149
+27
674
$10K ﹤0.01%
125
675
$10K ﹤0.01%
+372
25 26
27
28 29